Alternative Investments Product Specialist - All Locations
CAISFull Time
Junior (1 to 2 years)
Candidates should possess over 4 years of experience in the financial industry, securities modeling, post-trade processing, or trade-surveillance systems, with a preference for 2+ years of alternative investments experience. Strong documentation, follow-through, problem-solving, self-motivation, and teamwork skills are essential, along with outstanding communication and interpersonal abilities. Technical proficiency in specified areas is preferred.
The Associate Alts Data Analyst will oversee and manage operational workflows for Alternative data processing, developing and maintaining process controls and quality metrics. They will partner with the Research team to implement data quality validations and oversee the security master and security classification processes to ensure timely and high-quality data availability.
Investment management software for financial professionals
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.