Product Data Analyst, Addepar

$86-135k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. Plus bonus and equity

SQL

Python

Tableau

Looker

Power BI

Senior and Expert level

Remote from US

Addepar is a software and data platform for even the most complex investment portfolios.

Open for applications

Addepar is a software and data platform for even the most complex investment portfolios.

501-1000 employees

FintechB2BInvestingSaaS

Open for applications

$86-135k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. Plus bonus and equity

SQL

Python

Tableau

Looker

Power BI

Senior and Expert level

Remote from US

501-1000 employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

Role

Who you are

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

What the job involves

We are currently seeking a Senior Business/Product Analyst to join our Business Analytics team
Our team is passionate about empowering everyone to make data-driven decisions about product design, client management, and business priorities
We play an important role in ensuring people’s valuable time and efforts are spent on solving the right problem the right way
You will develop a keen understanding of our clients, products, and product development workflows
You will use your curiosity and analytical skills to support major company initiatives, from defining and monitoring success metrics, dissecting user behaviors, and gathering and analyzing additional data to support decisions along the way
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

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 more than $4 trillion of assets with circa 800 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 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (4.1)

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
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Old Mountain View, Mountain View, CA

Leadership

Joe Lonsdale

(Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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