Teams at Abacus Wealth Partners

Lead company forecasting, analysis, and reporting. Build AI-driven automation and partner cross-functionally to improve processes and reporting. Ensure data accuracy via quality controls, perform revenue and fee analysis, maintain simple loan ledgers, and support general accounting tasks like vendor invoice and client fee processing. Deliver insights and recommendations to leadership to inform decisions.

The Investment Analyst manages investment projects, conducts due diligence on managers, prepares performance reports, and coordinates data requests to align investment strategies with clients' goals.