Senior Business/Product Analyst

Position Overview

Addepar is seeking a Senior Business/Product Analyst to join our Business Analytics team. This role is crucial for empowering data-driven decisions across product design, client management, and business priorities. You will gain a deep understanding of our clients and products, utilizing your analytical skills to support key company initiatives, define success metrics, analyze user behavior, and gather data to inform decisions.

Company Information

Addepar is a global technology and data company dedicated to helping investment professionals provide precise guidance to their clients. With a decade of experience, Addepar's platform serves hundreds of thousands of users and aggregates over $7 trillion in assets across more than 50 countries. The platform integrates with over 100 partners, offering a comprehensive solution for various firms. Addepar operates with a global flexible workforce, with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

As a Senior Business/Product Analyst, you will:

• Collaborate with product, engineering, and business partners to identify data needs for product, design, and prioritization decisions.
• Assess data availability and quality, working with data engineers to extract and transform necessary datasets for analysis.
• Analyze and visualize data to deliver actionable insights to business partners.
• Present findings and recommendations effectively to stakeholders.
• Facilitate self-service monitoring of key metrics through well-designed dashboards, documentation, and partner training.

Requirements

• At least 5+ years of experience in a business and/or product analytics role.
• 3+ years of experience building reports and dashboards using BI or reporting tools such as Looker (preferred), Power BI, or Tableau.
• Solid understanding of SQL, Python, and other analytics programming languages.
• Excellent communication skills (verbal, written, and visual) with strong storytelling abilities.
• Experience working with business partners from diverse teams, including product development, is highly desirable.
• A passion for seeking insights and communicating them effectively through data.
• Readiness to learn new technologies and systems.
• Familiarity with the financial industry is a plus.

Compensation

• Salary Range: $86,000 - $135,000 (Base Salary)
• Additional Compensation: Bonus + Equity + Benefits
• Note: Addepar uses a market-based approach to pay. The starting pay is determined by the role, job-related skills, experience, qualifications, work location, and market conditions. The displayed range reflects the target base salary for roles in Colorado, California, and New York.

Our Values

• Act Like an Owner: Think and operate with intention, purpose, and care. Own outcomes.
• Build Together: Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients: Exceed client expectations. Our clients’ success is our success.
• Drive Innovation: Be bold and unconstrained in problem-solving. Transform the industry.
• Embrace Learning: Engage our community to broaden our perspective. Bring a growth mindset.

Equal Opportunity Employer

Addepar is an equal opportunity employer. We strive to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We are committed to fostering a welcoming environment.

Employment Type

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Location Type

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