WHO WE ARE

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

WHO YOU ARE

• At least 5+ years of experience in a business and/or product analytics role
• 3+ years of experience building reports and dashboards with BI or reporting tools such as (Looker (Preferred) or Power BI, Tableau, etc.)
• Solid understanding of SQL, python and other analytics programming languages
• Excellent communication (verbal, written and visual) and storytelling skills
• Experience working with business partners from a broad range of business teams including product development is highly desirable
• Passion for seeking insights, developing and telling a story with data
• Readiness to learn new technologies and systems
• Familiarity with the financial industry a plus

THE ROLE

We are currently seeking a Senior Business/Product Analyst to join our Business Analytics team! Our team is passionate about empowering everyone to make data-driven decisions about product design, client management, and business priorities. We play an important role in ensuring people’s valuable time and efforts are spent on solving the right problem the right way.
You will develop a keen understanding of our clients, products, and product development workflows. You will use your curiosity and analytical skills to support major company initiatives, from defining and monitoring success metrics, dissecting user behaviors, and gathering and analyzing additional data to support decisions along the way.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $86,000 - $135,000 (Base Salary) + bonus + equity + benefits.

WHAT YOU’LL DO

• Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritization decisions
• Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis
• Analyze and visualize data to generate actionable insights for business partners
• Present your findings and recommendations to your business partners
• Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training