Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Product Analyst
Yesterday
🏄 California – Remote
⛰️ Colorado – Remote
+1 more states
💵 $89k - $139k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔍 Product Analyst
🦅 H1B Visa Sponsor
Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Addepar is a global technology and data company that helps investment professionals provide informed guidance. • The Navigator Product Analyst supports the maintenance and improvement of Navigator’s core functionalities. • Responsibilities include conducting data analysis, generating calculation examples, answering queries, and testing new features/enhancements.
🎯 Requirements
• Bachelor’s degree • At least 3 years of experience of Data Analysis Experience and high proficiency in in MS Excel • SQL, Python, prior modelling experience nice to have • Strong communication and interpersonal skills working with vendors, clients and internal team members • Self-motivated and able to work independently • Preferred: Indepth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc.
🏖️ Benefits
• Bonus • Equity • Benefits
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