Who We Are Addepar is a global technology and data company that helps investment professionals provide the... investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform...
impact for our clients would be. Job Summary This position will provide assistance to our analyst by doing research... with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services...
) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial... to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The...
(required) Licenses and Certifications Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA... to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The...
as the lead analyst and/or project leader in the preparation of strategic analysis and planning to keep rules and regulations... or regulations. Independently perform analysis and prepares management presentations addressing capital investment impacts of line...
application of company and commission administrative rules. Responsibilities Act as the lead analyst and/or project leader... analysis and prepares management presentations addressing capital investment impacts of line extension and network upgrade...