Client Delivery Specialist - Associate
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
allocation, portfolio construction, manager selection, risk management and performance attribution Experience with Addepar...
, 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...
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...