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Who We Are
Addepar is an international technology and data company that aids investment professionals in giving their clients the best, most precise guidance possible. Over the past decade, hundreds of thousands of users have relied on Addepar to make more informed investment decisions and provide better advice. With clients in over 40 countries, Addepar's platform takes into account portfolio, market, and client data for over $4.5 trillion in assets. Addepar's open platform integrates with over 100 software, data, and service partners, providing a comprehensive solution for a broad array of firms and use cases. Addepar employs a flexible global workforce model, with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland, and Pune, India.
Marketplace and brokerage services are provided by Acervus Securities, Inc., a broker-dealer registered with the SEC and a member of FINRA/SIPC.
The Role
We are currently looking to hire a Portfolio Data Analyst to join our Portfolio Data Team. At Addepar, we give asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
As a team member focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar's leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to extend Addepar's capabilities to meet client needs.
We apply a market-based approach to pay. Successful candidates' starting salary will be decided based on the role, job-related skills, experience, qualifications, work location, and market conditions. The salary range for this role is $80,000 - $125,000 plus bonus, equity, and benefits.
Your recruiter will provide more information about the specific salary range for your preferred location during the hiring process.
What You'll Do
Your roles will include analyzing content from multiple external financial data providers, collaborating with engineering, product management, data operations, and various client service teams to deliver high-quality, timely, and reliable data solutions, and understanding our existing data models to write technical requirements.
Who You Are
You have at least 2 years' experience in data product management, with relevant finance domain-specific experience. You also have excellent communication skills, the ability to work cross-functionally, and experience with financial data and concepts related to Addepar's clients and products.
Our Values
We believe in acting like an owner, building together, championing our clients, driving innovation, and embracing learning.
Addepar is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment. We also ensure the health and safety of all employees and applicants by providing virtual interviews and onboarding experiences during the pandemic.
PHISHING SCAM WARNING: Please be aware that no job offers will be made from Addepar without a proper recruitment process.
