Data Analyst - Product
KrakenFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Candidates should have 3+ years of product management experience or relevant domain-specific experience. Strong communication and interpersonal skills are required for working with vendors, clients, and internal stakeholders. The ability to partner with engineering to define functional and technical implementations, understand high-level data development concepts, and write/review technical requirements documents is essential. Proven ability to plan, design, and manage numerous projects simultaneously, along with effective problem-solving skills, self-motivation, and a strong team-player mentality are also necessary. Experience working with financial data and concepts relevant to Addepar’s clients and products is strongly preferred.
The Data Imports Product Analyst will be responsible for the Data Import Tool, which clients and partners use to push data into Addepar via an Excel add-in. This includes managing transactions, positions, attributes, and administrative tasks. The role also involves supporting the development and rollout of new features like the notifications workflow, file management center, and workflow control pane. Responsibilities include researching and defining new functionality, assisting developers with examples, providing last-resort support for import tool issues, and performing correctness testing on new enhancements.
Investment management software for financial professionals
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.