Product Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

You’ll help Product Operations leverage AI to change how we manage information and take action. You will improve our ability to measure our impact in accelerating the building of features, products, and solutions. This will lead to better, scaled customer experiences.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

Improve how a Global Organization identifies customer problems, creates, commercializes and operates AI, Data, and Software solutions.

Work with stakeholders to design Initiatives and Projects that you will own.

Design SMART goals and associated metrics.

Improve Product lifecycle and Software development practices.

Work with Financial Products

Stocks, Bonds, Mutual Funds, Alternative Investments

Improve how we serve our Customer Segments

Wealth Management Firms

Enterprises / Large Banks

Institutional Investors

Who You Are

While it’s helpful to know Financial Services, and more specifically Wealth Management, it isn’t required. You must be willing to learn all aspects of our business, financial products, product development, and business strategy.

You’re a problem solver with an experimentation mindset. You’ve proven an ability to learn rapidly and you have a desire to teach others. The proof could be a Graduate Degree in a technical or research discipline, having worked as a Consultant, or having a couple of years of experience as a Data Analyst or Software Engineer, working with customers or internal stakeholders using data to understand what’s happening. The important thing isn't the job title, it’s your mindset.

Must Haves

Analytical and Problem solving mindset

Comfortable interacting with stakeholders to decompose abstract problems into experiments

SQL expertise

Prior Software or Data Engineering experience

Nice to Haves

Consulting Experience

Proficiency with Ai Tools (specifically Claude), Experience using ML/Ai techniques.

Proficiency in Python and / or Javascript.

Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.

Experience with Figma, Canva, Lucid etc, or other Design