Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.
The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process
#J-18808-LjbffrVP, Investment Data Operations & Client Reporting in needham at Unknown Company
This position is listed as full time and onsite.