ICONIQ is seeking an experienced Financial Advisory Associate to lead Addepar portfolio operations for our largest client relationships in San Francisco. You will own complex data structures, analytics, reporting, and workflows, ensuring data integrity and scalable processes across advisory activities.
Your background includes hands-on Addepar work with complex portfolios, 6+ years in investment management, and familiarity with NAV, IRR, TWR, and capital activity.
#J-18808-LjbffrAddepar Portfolio Architect for Complex Clients in san francisco at Unknown Company
This position is listed as full time and onsite.