Product Analyst Intern, Addepar

Investor Persona

Salary not provided

The current range for this role is $25 - $39. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

SQL

Python

Tableau

Looker

Power BI

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. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

SQL

Python

Tableau

Looker

Power BI

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 post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
Available to intern for the full 12 weeks
2+ years of experience or equivalent education covering databases and SQL
Basic programming skills in python and SQL
Excellent communication (verbal, written and visual) and storytelling skills
Experience with business intelligence (BI) tools is strongly preferred (Looker, Power BI, Tableau, etc.)
Passion for seeking insights in data and using data to tackle problems that matter
Readiness to learn new technologies and systems
Familiarity with the financial industry preferred
Interested in pursuing a career in analytics, product management, program management, operations preferred

What the job involves

At the moment, our 12 week internship experience is remote. Dates are currently set for May - August 2024 but please advise your recruiter. Seeking US and Canadian students only
We are currently seeking a Product Analytics Intern for our Investor Persona team! The Investor Persona function is focused on designing and delivering innovative tools and services for investment decision makers
In this role you will have the opportunity to learn about Addepar and the wealth-tech industry, portfolio and market analysis, data science in the investment domain and fundamentals of product management and design
Understand Addepar's business and products
Understand investment decision making workflows and product/technology trends in this space
Help define and scope product roadmaps
Gather requirements, define epics and user stories
Hands on development of investment analytics and data process in Databricks, python, SQL, Looker and Hex
Work closely with investment analytics, product teams and engineering

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.

Share this job

View 52 more jobs at Addepar