Product Analyst, Addepar

Alternatives Data Management

$80-125k

+ Bonus + Equity. Salary reflects salary for candidates in Colorado, California, and New York. Other remote locations may vary

Junior and Mid level

Remote from US

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

Job no longer available

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

1001+ employees

FintechB2BInvestingSaaS

Job no longer available

$80-125k

+ Bonus + Equity. Salary reflects salary for candidates in Colorado, California, and New York. Other remote locations may vary

Junior and Mid level

Remote from US

1001+ employees

FintechB2BInvestingSaaS

Company mission

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

Job

Company

Role

Who you are

2+ years of product analyst or client data support experience
Strong communication and interpersonal skills working with vendors, clients and internal team members
Self-motivated and able to work independently
Experienced working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration

What the job involves

We are looking for a Product Management Analyst for our ADM Team
In this role, you will be responsible for helping develop the client-facing features, internal tooling, and workflows related to onboarding new ADM clients and GP/Fund Admin communication and outreach
You will act as the voice of the customer and interact directly with Clients, Fund Administrators, Engineering, and Operations
Supervise and drive efficiencies in the onboarding and implementation process for new clients
Develop and productize the GP/Fund Admin outreach process for existing clients' data issues
Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions through Addepar’s workflow solutions and APIs
Develop data driven solutions and improvements in collaboration with user experience, design and application focused project management teams
Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to serve our clients better and grow the business

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 analyse and visualise the data they need.

Addepar currently tracks around $6 trillion of assets serving over 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (3.9)

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

Midtown East, New York, NY

Leadership

Joe Lonsdale

(Founder & Chairman)

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

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