with Tamarac and Addepar financial software a plus Compensation Range: The anticipated base salary range for this role...
. Knowledge of private investments and reporting. Experience working in the Addepar application is strongly preferred. Ability...
related to reporting. To be successful, you will need expertise using Addepar, strong technical and interpersonal skills... on client reporting. Become a subject matter expert on Addepar to serve as the primary point of contact for escalation...
, risk management and performance attribution Experience with Addepar, Investment Metrics, or other investment reporting...