Senior Product Analyst

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Own the development, operationalization and reporting. • Use of metrics to measure Usability, Workflow Orchestration efficiency, Software Reusability, Platform Adoption (Time to Value and Satisfaction), Integration and Platform Capabilities, Data Quality and Operability. • 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.

🎯 Requirements

• 5+ years of experience leading the creation of metrics • 3+ years of experience building BI Dashboards • Experience with SQL and Python • Analytical and Problem solving mindset • Comfortable interacting with stakeholders to decompose abstract problems into experiments

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses • Stock options