Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
) for order management and investment book of records, or Addepar is a plus. 1. Project Management and Execution Define project...
and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc. Learn the business of the new advisor: build a customized training plan...
) for order management and investment book of records, or Addepar is a plus. 1. Project Management and Execution Lead projects...
learning new technology;experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
of confidentiality and discretion. Systems knowledge: Microsoft Office – especially Excel, PowerPoint and Word, Addepar...
, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset...
including Addepar, Salesforce, RedBlack, and Pershing , while enabling reporting and analytics using Salesforce CRM Analytics... feeds between Addepar, Salesforce, RedBlack, and Pershing . · Monitor and troubleshoot data pipelines, reconciliation...
: Addepar / Department Software: Addepar Superuser (or any future portfolio accounting system, such as Black Diamond) Serve... as the primary expert and point of contact for Addepar within the organization. Responsible for supporting end?users...
systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...