Key technologies and capabilities for this role
Common questions about this position
Candidates need 5+ years of experience in UX research, preferably within the Fintech or wealth management industry.
Strong expertise is required in various research methodologies, such as usability testing, interviews, surveys, and contextual inquiry.
Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
A Bachelor's or Master's degree in Human-Computer Interaction, Psychology, or related fields is required.
Strong candidates have 5+ years in UX research (ideally Fintech/wealth management), expertise in research methods like usability testing and surveys, excellent communication skills, and a collaborative, user-centered approach.
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.