Product Analyst, Addepar

Navigator

$89-139k

+ Bonus & equity. The range displayed reflects the target base salary for roles in Colorado, California, and New York

SQL

Python

Excel

Mid and Senior 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

$89-139k

+ Bonus & equity. The range displayed reflects the target base salary for roles in Colorado, California, and New York

SQL

Python

Excel

Mid and Senior 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

Bachelor’s degree
At least 3 years of experience of Data Analysis Experience and high proficiency in in MS Excel
SQL, Python, prior modelling experience nice to have
Strong communication and interpersonal skills working with vendors, clients and internal team members
Self-motivated and able to work independently
Preferred: Indepth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc

What the job involves

Navigator is the portfolio projection software within the Addepar platform that empowers our clients to make smarter investment decisions
The Navigator Product Analyst is responsible for supporting the maintenance and improvement of Navigator’s core functionalities
The analyst will support the team with conducting data analysis, generating calculation examples, answering queries from service/sales/clients/prospects, and testing new features/enhancements
Possess a deep knowledge of financial calculations, including asset valuation, investment performance, and risk metrics
Act as the subject matter expert for all Navigator calculations
Assist the lead product managers with researching, defining, and scoping new functionalities, including producing easy to understand examples (spreadsheet, Addepar analysis view, etc) to assist engineers
Owner of data analytics for Navigator product/feature usages. (SQL queries & Heap)
Run last-resort support for calculations questions and other issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times
Help QA/QE to check release items with an emphasis on calculation enhancements

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 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 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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