Manager, Portfolio Data Operations
Addepar(2 days ago)
About this role
Addepar is a global technology and data company specializing in investment management solutions. They focus on providing precise guidance through their platform, which integrates various data sources for a wide range of clients around the world.
Required Skills
- Excel
- VBA
- SQL
- Python
- Data Management
- Financial Systems
- Client Relations
- Process Optimization
- Data Quality
- Team Leadership
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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