— Addepar and Salesforce are highly desirable. Understanding of processes related to private fund investing (hedge funds...
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...
Addepar Assist with financial planning and projections Prepare, proof and print client presentations and other important...
). 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...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...