Director of Operations
systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
Director of Operations
systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
Lugar: Tampa, FL | 11/01/2026 18:01:33 PM | Salario: S/. No Especificado | Empresa: Naviga Recruiting & Executive Search
Client Delivery Specialist - Associate
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
Lugar: Salt Lake City, UT | 09/01/2026 01:01:44 AM | Salario: S/. $75000 - 85000 per year | Empresa: iCapital
Associate Portfolio Manager
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...
Lugar: Clayton, MO | 08/01/2026 18:01:44 PM | Salario: S/. No Especificado | Empresa: Moneta
Institutional Reporting Specialist
allocation, portfolio construction, manager selection, risk management and performance attribution Experience with Addepar...
Lugar: USA | 02/01/2026 19:01:26 PM | Salario: S/. $57000 - 115000 per year | Empresa: Morgan Stanley
Senior Client Associate
, 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...
Lugar: Ramsey, NJ | 25/12/2025 01:12:49 AM | Salario: S/. $75000 per year | Empresa: World Insurance Associates
Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
Lugar: New York City, NY | 18/12/2025 02:12:49 AM | Salario: S/. $140000 - 200000 per year | Empresa: Morgan Stanley
Junior Credit Analyst
and presentation skills. Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar...
Lugar: New York City, NY | 12/12/2025 18:12:31 PM | Salario: S/. $125000 - 145000 per year | Empresa: Chilton Trust
Senior Manager, SPWS Complex Reporting Manager, Investor Services
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...
Lugar: Westlake, TX - Austin, TX | 06/12/2025 19:12:53 PM | Salario: S/. $100000 - 150000 per year | Empresa: Charles Schwab
Client Services Associate
learning new technology;experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
Lugar: Boston, MA | 04/12/2025 18:12:49 PM | Salario: S/. $75000 - 90000 per year | Empresa: Cannon Search Partners