Portfolio Data Analyst

Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

The Role

We are currently seeking a Product Analyst to join our Portfolio Data Team!

Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

As a Product Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal stakeholders and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

What You’ll Do

• Analyze and onboard portfolio data content from a variety of sources into Addepar’s data integration ecosystem.
• Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
• Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.
• Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.
• Analyze and develop solutions to improve data operations and content pipeline efficiency.
• Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business.
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the premier integrator of market traded and alternative asset investments.      

Who You Are

• Strong communication and interpersonal skills working with vendors, clients and internal stakeholders.
• Ability to communicate domain knowledge and problems and knowledge well both in person and in writing for internal development and sales teams as well for clients and 3rd party data partners.
• Partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, data modeling and the ability to write and review technical requirements documents.
• Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.
• Experience working with financial data and concepts that are relevant to Addepar’s clients and products strongly preferred.

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City,  Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

• Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
• Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
• Best Ideas Win - We welcome new ideas that inspire change.
• Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
• Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.