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 Data Analyst
April 15
🇺🇸 United States – Remote
💵 $86k - $135k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📉 Data 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
• Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritization decisions • Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis • Analyze and visualize data to generate actionable insights for business partners • Present your findings and recommendations to your business partners • Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training
🎯 Requirements
• At least 5+ years of experience in a business and/or product analytics role • 3+ years of experience building reports and dashboards with BI or reporting tools such as Looker (Preferred) or Power BI, Tableau, etc. • Solid understanding of SQL, python and other analytics programming languages • Excellent communication (verbal, written and visual) and storytelling skills • Experience working with business partners from a broad range of business teams including product development is highly desirable • Passion for seeking insights, developing and telling a story with data • Readiness to learn new technologies and systems • Familiarity with the financial industry a plus
🏖️ Benefits
• Bonus • Equity • Benefits
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