Implementation Project Manager
Addepar(16 hours ago)
About this role
Addepar is a global data and AI platform that provides investment professionals with insights into complex financial information. The company serves a wide client base worldwide, integrating diverse data sources to facilitate efficient investment management.
Required Skills
- Project Management
- SaaS
- Agile
- Waterfall
- Communication
- Financial Services
- Implementation
- Portfolio Management
- Client Relations
- Process Improvement
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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