Product Analyst Internship, Addepar

Navigator

Salary not provided

The current range for this role is $25 - $39 per hour for candidates based in CO, CA and NY only

SQL

Python

Excel

Remote from Canada, 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

Salary not provided

The current range for this role is $25 - $39 per hour for candidates based in CO, CA and NY only

SQL

Python

Excel

Remote from Canada, US

1001+ employees

FintechB2BInvestingSaaS

Company mission

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

Job

Company

Role

Who you are

Must be currently enrolled in a Bachelor's or Master's degree (university must be located in the US & Canada) & must be returning to school after internship
Available to intern for the full 12 weeks
Major in Applied Math, Math, Statistics, or other STEM fields
Previous relevant work/project experience
Proficiency in SQL Queries and Excel
An interest in product development and the financial market
Strong analytical skills and the ability to interpret
Experience with Heap and Python (Good to have)
Experience with quantitative modeling (Good to have)

What the job involves

Being a part of the AddeU Internship Program, you will be working on meaningful project(s) that you can feel proud of and present back to the company at the end of the experience
In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!
Dates are currently set for May - August 2024 but please consult with your recruiter
We are currently seeking a Product Analyst Intern to join our Navigator Team!
Navigator is the portfolio projection software within the Addepar platform that empowers our clients to make smarter investment decisions
We are looking for a dedicated Product Analyst Intern to help us improve the product experience through a data driven approach
Extract, aggregate, and analyze Navigator’s data set to help guide product and business strategies
Develop understanding of the wealth management space and the alternative investment asset class
Contribute to product requirements for new features/improvements
Support Navigator team’s day-to-day operations, including helping with data aggregation, internal and external support, and bug triage

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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