Deep knowledge of capital markets trade processing
Experience with middle/back-office operations systems
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence
Job Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
The role involves overseeing the processing of transactions and positions to ensure they meet client timelines and verifying data quality through checks.
Candidates must collaborate with Client Support, Solution Architects, and Engineering to resolve data inquiries and implement process optimizations.
Matching Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Salary
Base: $86,000 - $134,000; Bonus/Equity: Included; Benefits: Included
Skills & Requirements
Must-have
2+ years financial investment industry experience
Deep knowledge of capital markets trade processing
Experience with middle/back-office operations systems
Nice-to-have
Strong attention to detail and problem solving
Excellent communication and interpersonal skills
Ability to multitask in fast-paced environment
Team-oriented and forward thinking mindset
Key Requirements
2+ years work experience in financial investment/advisory industry
Legal authorization to work in the United States without visa sponsorship
Knowledge of trade lifecycle and middle/back-office operations
Work Rights
Must be legally authorized to work in the US without sponsorship