[Remote] Data Imports Product Analyst at Addepar

United States

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$70,000 – $110,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Data, Financial ServicesIndustries

Requirements

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.

Responsibilities

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.

Skills

Data Import Tools

Excel Add-in

Transactions

Positions

Attributes

User Management

Group Management

Notifications Workflow

File Management

Workflow Control

Addepar

Investment management software for financial professionals

About Addepar

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.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

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

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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