Investment Strategist Associate, Addepar
$114-178k
+ Bonus + Equity
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
Open for applications
$114-178k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Minimum 3-7 years of experience in an investment or financial industry role, such as portfolio strategy, investment banking, investment research, or risk management. Prior work with institutional investors is a plus
- Broad understanding of most asset classes and markets, including alternative asset classes (e.g. private equity and venture capital)
- Strong Python programming skills and a foundation in statistics
- Outstanding communication skills, with a consistent record of articulating complex topics clearly to a variety of audiences
- Previous experience with Databricks is a plus
- 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
What the job involves
- We are looking for an Investment Associate to join our growing Investment Advisory Solutions (IAS) team! This is an exciting opportunity to help tackle clients’ complex investment decision-making challenges
- The IAS team provides non-discretionary investment advice to family offices, institutional investors, and investment advisors
- Through use of Addepar's proprietary data and technology, we are building diagnostics that pinpoint areas of improvement for portfolios and designing investment strategies that have the potential to increase returns
- In this role, you will participate in all activities of the business, from creating new diagnostics and investment strategies to business development strategy and execution, including prospect and client meetings and presentations
- Help develop new diagnostics and investment strategies by analyzing proprietary datasets using Python
- Build internal tools to efficiently run diagnostics and analyses at scale across the client base
- Prepare materials for and actively participate in prospect and client meetings
- Support business development efforts, including engaging with prospects
- Collaborate cross functionally with other teams at Addepar, including Product, Research, Engineering, Legal, and Marketing
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
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
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 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
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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