Senior Data Analyst, Addepar
Product Analytics
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Several years of experience in a business and/or product analytics role
- Previous 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 Data/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 to dissecting user behaviours and gathering and analysing additional data to support decisions along the way
- Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritisation decisions
- Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis
- Analyse and visualise 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 around $9 trillion of assets serving over 1,400 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 is helping further accelerate its momentum as it continues to innovate 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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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