Portfolio Data Workflows Product Analyst
Addepar
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.
The Role
The Portfolio Data Product Analyst is responsible for supporting Addepar's workflows functionality. The Product Analyst will support the portfolio data team in defining feature requirements, generating examples, answering queries from support, sales, clients and prospects, and testing new features and enhancements.
What You’ll Do
- Possess a deep knowledge of common financial calculations, including asset valuation, investment performance and risk metrics
- Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers
- Run last-resort support for product questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times
- Perform correctness testing on new features and workflow enhancements, including thorough validation of different combinations of calculation options and layering intersecting functionality
Who You Are
- Prior relevant work experience and education that show strength in financial data
- Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes
- An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work
- Ability to identify the appropriate tools and techniques to accomplish objectives
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.