systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing... Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred Advanced...
allocation, portfolio construction, manager selection, risk management and performance attribution Experience with Addepar...
, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms. Manages Addepar and Tamarac systems.... Position Requirements Experience with Tamarac, Addepar and Schwab Advisor Center Series 65 or equivalent Ability to multi...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
and presentation skills. Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar...
— Addepar and Salesforce are highly desirable. Understanding of processes related to private fund investing (hedge funds...
management system (Addepar) and data management platform (Canoe Intelligence). Serves as liaison between Addepar, Canoe..., industry, or geographic regions. Manage and optimize look-through reporting in Addepar. Work effectively with the investment...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...