Executive Assistant
Addepar(3 days ago)
About this role
Addepar is a global data and AI platform specializing in investment management, providing clients with advanced financial insights through a unified platform. The company serves a diverse, international customer base and emphasizes innovation, collaboration, and client success.
Required Skills
- Google Workspace
- Slack
- Zoom
- Project Management
- Scheduling
- Client Relations
- Travel Coordination
- Communication
- Event Planning
- CRM
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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