Product Manager, Addepar
Reference Data
More information about location
Investment portfolio management platform
Posted today
Investment portfolio management platform
1001+ employees
Posted today
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- This role requires deep data skills, rigorous thinking, and the ability to approach tasks with a builder mindset
- Prior experience as a data analyst, business analyst, or product analyst ideally in financial services or a data-intensive SaaS environment where data quality and rigour matter
- Strong SQL skills - you can write complex queries confidently and use them as a primary tool for investigation, not just reporting
- Experienced with AI-assisted tools to facilitate getting work done, particularly applying them to real analytical tasks tied to business outcomes
- Experience with Python for data work: analysis, scripting, and automation; comfortable with pandas, Jupyter, or similar tools
- Able to build reporting that spans multiple data sources with knowledge on how to join pieces of information like Salesforce data with finance data and operational data and produce something coherent and trustworthy
- Ideal if knowledgeable in financial data concepts such as asset class and security level concepts, reference data, and pricing or the desire to learn more about these concepts
- A builder and self-starter that is dependable in your work. Teammates trust what you produce
- A clear communicator who can write up findings, document processes, and present analysis to diverse audiences
What the job involves
- We are seeking a Product Manager to join our Reference Data team, based in Edinburgh
- Reference Data is part of the Data Enablement team at Addepar. Our mission is to build a scalable, efficient, and high quality data platform that integrates, connects, productionises, and distributes third-party data content across Addepar and to our clients and partners
- Our team is organised across two product tracks — Market Data Feeds and Addepar Security Master (ASM). This role will power these tracks. You will be working on projects that focus on turning raw data into the clear, well-structured insights that help our team make better decisions, move faster, and deliver more confidently across feeds, security mastering, and commercial reporting
- Work on a series of projects that will serve as the analytical foundation across the team, running the data investigations, ad hoc queries, and structured analyses that inform our prioritisation, requirements, and decisions
- Drive data quality analysis layer for Market Data Feed builds and our security master: profiling incoming vendor data, validating transformations, identifying anomalies and coverage gaps
- Build and maintain the reporting infrastructure that gives the team and leadership visibility into dataset profitability, vendor licensing costs vs. revenue, pipeline health, feed coverage, and commercial activity
- Query across our data systems to produce views and dashboarding on profitability by dataset, spend vs. budget, commercial pipeline tracking
- Support ASM operational workflows through data by generating output that help us such as running reconciliation queries, validating node matching and security ID linking, and surfacing data quality issues that require attention by our team
- Productising our ability to monitor market data pipelines and operational dashboards, triaging feed errors and flagging issues to operations and/or R&D with enough context to act
- Actively using and applying AI-assisted tools to accelerate Refdata product outcomes
- Maintain and upkeep our licensing inventory including dashboards that track spend against budget, renewal timelines, and licensing events and keep those views accurate and accessible to a wide audience
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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