Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
client reporting, including building, reviewing, and updating reports within platforms such as Addepar or Tamarac..., founders, or multigenerational clients. Skills: Experience using high‑end family office technology platforms such as Addepar...
- Addepar, Black Diamond, or similar preferred Strong attention to detail and organizational skills - ability to manage...
requirements a plus Proficiency with investment accounting platforms - Addepar or similar strongly preferred...
should apply. REQUIREMENTS: 10+ years of experience in wealth management or RIA technology Hands-on experience with Black Diamond, Addepar...
(e.g., Two Signma, DE Shaw, Citadel, P72, Addepar) or other data-first and quantitative fields (e.g., health/bio...
in Addepar and other platforms;ensure data integrity and consistency across multiple clients and investment vehicles Utilize... Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics Prepare regular...
, Envestnet, Addepar, MyVest, Charles River, Morningstar Direct. Understanding and/or experience with the private markets...
with Salesforce and Addepar are a plus....
systems such as Addepar (a data aggregation and reporting system) and Practifi – Sales force. · Organizing data... with Practifi (Salesforce) and Addepar is a plus....