career. Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting - Addepar Specialist... related to reporting. To be successful, you will need expertise using Addepar, strong technical and interpersonal skills...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency... across multiple clients and investment vehicles Add new clients, their accounts, and investments to Addepar. Utilize Addepar platform...
Addepar Assist with financial planning and projections Prepare, proof and print client presentations and other important...
in Microsoft Excel, Tableau, and data visualization tools. Familiarity with Addepar...
. Knowledge of private investments and reporting. Experience working in the Addepar application is strongly preferred. Ability...
. Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar is a plus. Chilton seeks...
to investment data types General understanding of portfolio management systems (i.e. Addepar, Black Diamond, Tamarac) Intermediate...