Addepar Investment Data & Reporting Specialist

The HT Group; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

The HT Group is partnering with an independent wealth advisory firm serving ultra-high-net-worth clients to recruit a Product Operations Associate to own the Addepar environment, investment data, and performance reporting infrastructure in Austin.

This hands-on, high-ownership role ensures data accuracy across Addepar, custodians, CRM, and billing, while driving end-to-end improvements in data quality, workflows, and platform scalability.

Qualifications

• 2-6+ years of experience in performance reporting, investment operations, platform operations, or investment data in wealth/asset management.
• Hands-on Addepar experience is required.
• Advanced Excel proficiency.
• Strong analytical and problem-solving capabilities with attention to detail.

Responsibilities

• Own the ongoing configuration, data integrity, and management of the Addepar platform.
• Manage performance reporting across public markets and alternative investments.
• Design and maintain account structures, hierarchies, benchmarks, and outputs.
• Maintain custodial feeds, transaction activity, and investment-level data.
• Validate investment performance results and ensure client reporting accuracy.

Skills

Experience in investment reporting

Hands-on Addepar experience

Advanced Excel proficiency

Strong analytical skills

Tools

Addepar

Salesforce

SQL

Python

Job description

The HT Group is partnering with an independent wealth advisory firm serving ultra-high-net-worth clients to recruit a Product Operations Associate to own the Addepar environment, investment data, and performance reporting infrastructure in Austin.

This hands-on, high-ownership role ensures data accuracy across Addepar, custodians, CRM, and billing, while driving end-to-end improvements in data quality, workflows, and platform scalability.