Addepar Performance Specialist

at  Finemark National Bank

Position Summary: Requires a dynamic and diligent specialist to be a member of a newly formed team dedicated to the development and continuous improvement of Addepar, our investment performance and client reporting system. As a member of the team, the specialist will be the first point of contact for resolving issues, ensuring smooth operations, and delivering excellent service to internal users and clients while also contributing to the strategic direction of the Addepar product roadmap within our investment ecosystem. This role is crucial in maintaining the reliability and efficiency of our reporting systems and supporting the wealth management process. The ideal candidate must possess strong analytical skills, experience with Addepar, and the ability to drive continuous improvement in processes and systems for our investment and trust teams.

REQUIRED EDUCATION, SKILLS, AND EXPERIENCE:

• Minimum of 3 years of Addepar experience in an operations or product management role, preferably in wealth management, fund administration, or related financial services.
• Bachelor’s degree in Finance, Economics, Business Administration, Computer Science, or a related field. An MBA or relevant certifications (e.g., CFA, Scrum Product Owner) is a plus.
• Strong understanding of investment products (e.g., equities, fixed income, alternatives), and financial markets.
• Proven history of delivering successful investment performance and/or client reporting solutions.
• High level of accuracy and diligence, particularly in a fast-paced environment.
• Strong verbal and written communication skills required.
• Organizational skills to manage data, projects, and processes.
• Knowledge of FIS TrustDesk a plus
  ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
  Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.
  Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.
  Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.
  FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.
  FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896

Please refer the Job description for details