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What You’ll Do:
- Manage the alternatives data onboarding process for new and existing Addepar clients.
- Guide clients through template completion
- Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
Who You Are:
- 3+ years of work experience in the financial advisory or FinTech industries.
- Strong organizational skills and attention to detail.
- Ability to identify process improvements and contribute to enhancing operational efficiency
Working with AI initiatives:
- Drive the use of machine learning to reduce manual data entry
- Increase the productivity of our end-to-end project lifecycle
Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, fostering a culture of innovation and collaboration.