Addepar Reporting Manager

Job Summary

A company is looking for an Addepar Reporting Manager.

Key Responsibilities

• Serve as the primary owner of Addepar and liaise with external consultants for platform adoption
• Oversee standardized reporting practices, including building templates, views, dashboards, and portals
• Coordinate data-related workflows and integrations across various parties involved

Required Qualifications

• Bachelor's degree in business or a related field
• 3+ years of Addepar experience, preferably in an RIA setting
• Experience with system implementations, integrations, and data migrations
• Understanding of performance reporting and portfolio performance calculations
• Familiarity with API connections and data integration