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...
, 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...
(e.g., Orion, Black Diamond, Tamarac, Addepar) Strong change management and project management skills with track record...
, 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...
Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute... for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool...
management systems, such as Addepar, Advyzon, APX, Axys, Ridgeline, Tamarac Strong background working with financial custodial...
learning new technology;experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
in Addepar and other platforms;ensure data integrity and consistency across multiple clients and investment vehicles Add new... clients, their accounts, and investments to Addepar. Utilize Addepar platform daily to track, analyze, and reconcile...
— Addepar and Salesforce are highly desirable. Understanding of processes related to private fund investing (hedge funds...