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Addeppar Implementation Specialist

Irvine, CA 92604

Posted: 07/02/2025 Job Titles: ADVISORY - Business Transformation Job Number: 5513

Job Description


Alliance Resource Group has partnered with a newly started family office that is looking to hire an experienced Addepar Implementation Specialist to lead the setup, configuration, and optimization of Addepar. This individual will play a critical role in ensuring a seamless rollout of the platform, aligning it with the family's investment reporting, data management, and operational needs.

This is a hands-on role requiring deep knowledge of Addepar and its integration into family offices.

The ideal candidate will reside in Southern California, but if you are an Addepar expert who resides in the US we will consider your candidacy for remote hire.

This role is available on a full time or consulting basis (min. of 10 - 20 hours/week).

Key Responsibilities
  • Lead the end-to-end implementation of the Addepar platform, including initial setup, configuration, and data migration
  • Collaborate with internal stakeholders to understand reporting requirements and translate them into Addepar configurations
  • Map and integrate data from custodians, fund administrators, and other third-party systems
  • Develop and customize dashboards and reporting templates for performance, allocation, and risk reporting
  • Provide training and documentation to internal teams to ensure effective system adoption
  • Act as a liaison between the organization and Addepar’s support and implementation team
  • Troubleshoot issues and ensure system accuracy and data integrity post-implementation
  • Stay up to date on Addepar updates, features, and best practices

Qualifications
  • Bachelor's Degree in Accounting, Finance or equivalent
  • Proven experience implementing and working within the Addepar platform
  • 3+ years of relevant experience in investment operations, performance reporting, or family office/RIA environments
  • Strong technical skills with experience in data mapping, Excel, and third-party data integration
  • Excellent project management and communication skills
  • Detail-oriented with a strong understanding of financial instruments, reporting, and portfolio structures
  • Experience with investment accounting, wealth management reporting, or similar financial systems is a plus

Preferred Experience
  • Prior experience working at a family office, multi-family office, or RIA
  • Familiarity with data providers like custodians, private equity reporting platforms, or fund administrators

Job Requirements

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Meet Your Recruiter

Chloe Bachner, CPA
Manager, Executive Search

Chloe Bachner specializes in recruiting top talent for Alliance’s Private Equity & Family Office Solutions Division. She is known for her laser precision in assessing each organization’s unique needs and sourcing candidates with the specific technical skills and personal characteristics required for long-term success.

With experience in financial executive search and a strong technical foundation in accounting, Chloe is an incredible strategic partner to Alliance’s clients and candidates. Before joining Alliance, Chloe was a recruiter for a large regional public accounting firm. A former Big Four CPA, she holds both a master’s degree in accountancy and a bachelor’s degree in accountancy from the University of San Diego.

She is a huge animal advocate and enjoys volunteering at local canine rescue organizations and walking on the beach with her dog, Kona.

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