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Advent Apx Jobs (NOW HIRING)

The Third Group

Fund Accounting Lead

Atlanta, GA · On-site

Familiarity with Advent APX or similar investment accounting platforms * Experience managing fund administrator and external service provider relationships * Exposure to valuation processes, pricing ...

Brown Advisory

Asset Transfers Analyst

Baltimore, MD · On-site

Experience with systems such as Advent APX or Pega Systems. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e ...

Liquid Strategies, LLC

$100 - $125/hr

Familiarity with Advent APX or similar investment accounting platforms. Experience preparing board materials, investment memoranda, or operational documentation Experience interacting with fund ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K - $111K/yr

Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce #LI-JK1 Compensation RangeSalary: USD $80,000 ...

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How much do advent apx jobs pay per year?

As of Sep 9, 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 is an Advent APX?

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 the main responsibilities of an Advent APX?

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.

What are the key skills and qualifications needed for an Advent APX?

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.

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Advent Apx jobs near you
Infographic showing various Advent Apx job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 90% Full Time, 7% Part Time, and 1% Contract. Highlights an 68% Physical, 3% Hybrid, and 29% Remote job distribution, with an average salary of $46,962 per year, or $22.6 per hour.

Performance Analyst

Milwaukee, WI • On-site

Allspring Global Investments Holdings, LLC
See more jobs at Allspring Global Investments Holdings, LLCexternal

$75K - $85K/yr

Full-time

Posted 6 days ago

Job description

Overview
At Allspring Global Investments, the Performance Analyst plays a key role in delivering accurate and reliable investment performance information across the organization. Responsibilities include calculating and reviewing mutual fund performance, publishing monthly performance reports, and investigating performance-related discrepancies with external vendors. The analyst will partner with internal stakeholders to address ad hoc inquiries and support ongoing regulatory filings. This position offers the opportunity to work closely with investment professionals and business partners while helping ensure the integrity and quality of performance data used to drive decision-making.
We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Location(s): Milwaukee, WI
Responsibilities
  • Calculate and distribute monthly fund performance reports
  • Review Shareholder Reports and Prospectuses for all fund classes
  • Help produce and review international regulatory documents for Worldwide Funds
  • Reconcile performance between multiple platforms to ensure consistency and accuracy
  • Collaborate with other teams on central initiatives to drive success.
  • Proactively identify areas to increase efficiency and streamline processes
  • Assist with creation and maintenance of benchmarks used by the firm
  • Address ad-hoc requests from investment teams and other internal partners promptly and accurately

Qualifications
Required Qualifications
  • Bachelor's degree in accounting, finance or related field
  • 2+ Years of performance analysis for fund performance
  • Excellent analytical and problem-solving skills
  • Strong proficiency in Microsoft Apps
  • Good verbal, written, and interpersonal communication skills.
  • Effective organizational, multi-tasking, and prioritizing skills.
  • Ability to work at a computer and use standard business software for extended periods during the workday.
  • Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
  • Engage in regular in-person interaction and collaboration with team members and other stakeholders.
  • Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
  • Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Preferred Qualifications
  • Experience with automated financial systems such as: Confluence StatPro, Confluence Unity, and Advent APX
  • Experience with market systems such as: Bloomberg, Morningstar, Lipper
  • Experience with Crystal Reports is a plus
  • Experience with Global Investment Performance Standards (GIPS®)
  • Experience with Microsoft Copilot or other AI tools is a plus
  • CIPM Preferred

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Compensation
Base Pay Range: $75,000 - $85,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
#LI-Hybrid
#LI-KB1
Disclosure
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status

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