Own operational processes in Addepar, onboard complex client relationships, build alternative transaction histories, create alternative assets, and produce recurring and ad hoc portfolio reports. Analyze investment data, troubleshoot reporting issues, improve processes, document data governance, manage reporting projects, and develop industry insights. The role requires expertise with Addepar, Canoe, Excel, and alternative investment products.

Reviews, develops, validates, and refines dashboards, reports, visualizations, calculations, data sources, KPIs, and analytical workflows across BI platforms. The role documents findings, provides structured feedback, troubleshoots reporting accuracy, and evaluates AI-powered agents and workplace connectors used in analytics processes.