ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
Serve as the primary Addepar subject-matter expert and owner for a select group of complex client relationships. Architect and maintain sophisticated portfolio structures, ownership hierarchies, reporting frameworks, dashboards, analytics, and workflows within Addepar. Found on 1752vc Careers, the job board for startup and VC roles.
More about this role
The Financial Advisory Associate is a key member of the relationship management team, responsible for leading and enhancing Addepar portfolio management capabilities for some of ICONIQ's largest and most complex client relationships. This role combines deep Addepar expertise with investment and portfolio operations knowledge to oversee portfolio structures, reporting, analytics, data integrity, and workflows. Working closely with the Financial Advisory team, the Associate will develop scalable solutions and best practices that enhance the client experience across ICONIQ.
This role sits within Investment Management, which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
Serve as the primary Addepar subject-matter expert and owner for a select group of complex client relationships.
Architect and maintain sophisticated portfolio structures, ownership hierarchies, reporting frameworks, dashboards, analytics, and workflows within Addepar.
Own the integrity and usability of portfolio data supporting assigned client relationships, including both internally and externally maintained data.
Oversee...
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