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...
, risk management and performance attribution Experience with Addepar, Investment Metrics, or other investment reporting...
environment Nice-to-have Salesforce experience Addepar reporting experience Envestnet proposal and trading experience...
Addepar Assist with financial planning and projections Prepare, proof and print client presentations and other important...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...