in Addepar and other platforms;ensure data integrity and consistency across multiple clients and investment vehicles Utilize... Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics Prepare regular...
, Envestnet, Addepar, MyVest, Charles River, Morningstar Direct. Understanding and/or experience with the private markets...
systems such as Addepar (a data aggregation and reporting system) and Practifi – Sales force. · Organizing data... with Practifi (Salesforce) and Addepar is a plus....
with Salesforce and Addepar are a plus....
with family office technology platforms (e.g., Sage Intacct, Microsoft Dynamics Business Central, Addepar, Masttro, FundCount, SEI...
) for order management and investment book of records, or Addepar is a plus. 1. Project Management and Execution Define...
Experience with eMoney and Addepar is a plus Compensation Range: The anticipated base salary range for this role...
Managers and clients Operating Addepar, the data aggregation and reporting system used for generating client statements...
, maintaining accuracy and reliability of critical client information. This role serves as the product owner for Addepar on behalf..., technology, operations, and external partners. In addition to Addepar, the role serves as the business advocate for partner...
suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills: Strong interpersonal, organizational...