Addepar & Reporting Specialist
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-03-01
Listing for:
Pennington Partners & Co.
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance -
Business
Financial Analyst
Job Description & How to Apply Below
A leading multi-family office in Washington, DC is seeking an Addepar Performance & Reporting Associate. This role requires expert knowledge of Addepar and a strong understanding of investment performance methodologies. You will ensure accurate performance reporting, train team members, and develop processes to improve efficiency. The ideal candidate has a Bachelor’s degree in finance or business, excellent communication skills, and the attention to detail necessary for data integrity.
The firm offers competitive compensation and robust benefits.
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