Unknown Company

VP of Investment Data Operations & Reporting

northern, ky • Posted 1 months ago
Onsite Full Time Management & Operations

Focus Partners Wealth seeks a Vice President to lead Addepar, Canoe, and alternative investment data workflows within Client Operations in Portsmouth, NH. You will own recurring workflows, strengthen controls, and scale platform-driven processes for client reporting and investment operations.

The ideal candidate has 5–8+ years in investment operations, with hands-on experience in Addepar or similar platforms, and a proven ability to document repeatable processes and coordinate across teams.

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VP of Investment Data Operations & Reporting in northern at Unknown Company

This position is listed as full time and onsite.

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