Sr. Researcher at Addepar

New York, New York, United States

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$142,000 – $200,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Investment Management, Financial ServicesIndustries

Requirements

Minimum 7 years of experience in a relevant field (details unspecified)

Responsibilities

Perform research to generate insights, identify risks, trends, and opportunities for investment decision-making
Apply creative thinking and problem-solving skills; independently tackle research problems that have commercial impact
Develop, backtest, and implement quantitative models and analytical tools by analyzing proprietary datasets
Partner with clients to co-create advanced analytics and investment tools
Publish research insight notes and present research at industry conferences
Partner with academics on research projects that test macro theory with portfolio data

Skills

Key technologies and capabilities for this role

Quantitative ModelingBacktestingData AnalysisInvestment ResearchAnalytical ToolsProblem SolvingResearchModel Development

Questions & Answers

Common questions about this position

What is the salary range for the Senior Researcher position?

The base salary range is $142,000 - $200,000, plus bonus, equity, and benefits. Starting pay is determined based on role, skills, experience, qualifications, work location, and market conditions, with the displayed range for Colorado, California, and New York.

Is this a remote or hybrid role, and where are the offices located?

This is a hybrid role. Addepar has offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, and Pune, and embraces a global flexible workforce model.

What experience and skills are required for the Senior Researcher role?

Minimum 7 years of experience in a relevant field is required. Key skills include performing research to generate insights, applying creative thinking and problem-solving, developing and backtesting quantitative models, and partnering with clients and academics.

What is the team structure or focus for this Senior Researcher position?

The role is within the Investment Advisory Solutions (IAS) organization, which provides insights and non-discretionary investment advice to family offices, institutional investors, and investment advisors, using Addepar's proprietary data and technology.

What makes a strong candidate for this Senior Researcher role?

Candidates with at least 7 years of relevant experience, skills in quantitative modeling, research, creative problem-solving, and the ability to collaborate with clients and academics on high-impact projects will stand out. Experience generating commercial insights from proprietary data is key.

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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