[ sales ]

Direct Solutions Consultant (investment Management)

Addepar
Location
Los Angeles, CA
Work mode
Remote
Type
contractor
Listed

Applications go directly to Addepar. Ramai takes no fee for placement and no money for ranking.

[ About this role ]

Addepar is hiring a Direct Solutions Consultant (investment Management) in Los Angeles, CA. This role focuses on designing and implementing solutions for new clients, onboarding sophisticated investors, and identifying how Addepar can unlock value for their businesses. The consultant will advise clients on modeling and examining financial instruments and assets, requiring a deep understanding of finance and technology.

Skills and focus areas

  • client experience
  • investment management
  • software deployment
  • analytical skills
  • finance
  • technology
  • project governance
  • project management
  • financial modelling
  • asset management

Summary written by Ramai from the original posting. Full details and requirements are on Addepar’s careers page.

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