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Advent Apx Jobs (NOW HIRING)

PIMCO

Analyst-Associate Money Movement

San Diego, CA · On-site

Working knowledge of Advent APX or APL or with a portfolio accounting system is a plus * Ability to obtain FINRA Series 7 & 63 licenses within 90 days PIMCO follows a total compensation approach when ...

Brown Advisory

Addepar Operations Analyst

Boston, MA · On-site

Advent/APX, eFront or similar accounting product experience is a plus. * Demonstrated analytical, evaluative, and critical thinking skills. * Strong level of attention to detail, proven ability to ...

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How much do advent apx jobs pay per year?

As of Jun 14, 2026, the average yearly pay for advent apx in the United States is $46,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $55,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Advent Apx position, and why are they important?

To succeed as an Advent APX specialist, you need a solid understanding of investment management processes, financial analysis, and familiarity with the Advent APX portfolio management system. Proficiency in using Advent APX software, SQL, Excel, and knowledge of relevant financial regulations or reporting standards is typically required, with certifications in finance or IT serving as strong assets. Strong problem-solving abilities, effective communication, and attention to detail are essential for collaborating with portfolio managers and resolving technical or data-related issues. These competencies ensure accurate reporting, data integrity, and seamless integration of investment workflows within a financial organization.

What is an Advent APX job?

An Advent APX job typically involves working with the Advent APX financial software, which is used by investment firms for portfolio management, performance reporting, and accounting. Professionals in this role may be responsible for configuring, maintaining, and troubleshooting the APX system, as well as assisting with data analysis and reporting. Employers often seek candidates with experience in financial services, database management, and technical support. Strong knowledge of SQL, financial instruments, and reporting tools is beneficial.

What are some of the main responsibilities in an Advent APX-focused role?

In an Advent APX role, daily tasks often include managing investment data, generating and analyzing performance reports, and ensuring the integrity of financial information within the Advent APX platform. You may also be responsible for troubleshooting system issues, supporting end-users such as portfolio managers or compliance teams, and assisting in software upgrades or database maintenance. Collaboration with IT, operations, and accounting teams is common, making strong communication skills vital. This position offers opportunities to expand your expertise in financial technology and portfolio analytics, which can support growth into senior systems analyst or investment operations roles.

More about Advent Apx jobs
What are the most commonly searched types of Advent Apx jobs? The most popular types of Advent Apx jobs are:
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Advent Apx jobs near you
Infographic showing various Advent Apx job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $46,962 per year, or $22.6 per hour.

Portfolio Administrator

Social Capital Resources

Charlotte, NC

Other

Posted 19 hours ago

Job description

Top-Tier Investment Management firm in Charlotte, NC is seeking multiple Portfolio Administrators for permanent positions!


Responsibilities:


  • Research and remediate reconciliation discrepancies daily. Requires close and frequent communication (email and phone) with counterparts at custodial banks and internal settlement team.
  • Prepare and distribute all month-end accounting and performance statements, per client specific instructions, for assigned client list during first 7 business days after month end.
  • Manage operational aspects of new account onboarding, including set up of account attributes in portfolio accounting system, data feed connectivity to custodian, and verifying funding status.
  • Ensure transaction/position integrity in records (Advent APX) against client custodial records, and to OMS (Charles River) and relevant reference data (Bloomberg, etc.).
  • Oversee necessary steps for other operational activities over an account lifecycle, such as contributions/withdrawals, audit requests, and account terminations.


Qualifications:


  • Bachelor’s degree
  • 1+ years of back and middle office financial work experience, preferably within Asset Management.
  • Technical understanding of investment markets, securities, security data, and investment systems.
  • Direct experience with a portfolio accounting system, preferably an Advent system.
  • Excellent overall computer skills with demonstrated proficiency in several software packages. Familiarity with Bloomberg, Charles River, Advent Portfolio Exchange, and Salesforce preferred.

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