Technical Support Analyst, Addepar
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.
501-1000 employees
Job no longer available
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Our ideal candidate is tenacious about solving problems, has a proven understanding of API’s and enjoys working directly with clients and internal technical teams
- Ideally you'll have a bachelor’s Degree in Finance, Computer Science, Economics, Mathematics, or equivalent experience
- Proven experience with Python, SQL and relational databases
- Proven experience with API technologies
- Familiar with server monitoring softwares (SumoLogic, WaveFront, Periscope)
- Familiarity with software integrations
- Outstanding communication and organisational skills
- Proficiency in maths
- Passion for problem-solving and continuous learning
- Passion for technology and finance
- Familiarity with Wealth Advisor structures and all investment characteristics
What the job involves
- The Client Services team is responsible for handling client health for all new and existing Addepar clients. A Technical Analyst plays a crucial role in helping the users of Addepar obtain the optimal value using the suite of technical resources the platform offers.
- A technical analyst will assist with day-to-day usage across the platform, consulting on APIs and third-party integrations, and collaborating with our R&D teams to troubleshoot and improve functionality in the application
- Partner with our clients and third-party developers to troubleshoot issues on the Addepar Public API
- Troubleshoot SSO/SAML configurations
- Use Python scripts to help automate solutions for users
- Identify, respond, and resolve issues and questions raised by Addepar’s clients
- Work in sophisticated data sets to identify and resolve client issues
- Prioritise and context-switch effectively to complete simultaneous issues, seeing each through to the finish line
- Help identify, triage, and call out problems that arise within Addepar’s platform
- Act as primary contact for support with Product, Engineering and Client Advocacy teams to handle and maintain a high level of client satisfaction on technical issues
- Help clients use Addepar to the greatest extent possible through functional and conceptual instruction
- Be an authority on all things related to Addepar’s technical functionality and capabilities
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
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
- 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.
Salary benchmarks
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