Sr. 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 drive how we measure the health, adoption, and effectiveness of our platform experience. You will bridge the gap between user behavior and data insights, ensuring our efforts to unify and scale our platform translate directly into maximum value for our clients.

You will use your analytical expertise to map user journeys, dissect complex workflows, and establish the metric frameworks that prove our platform is seamless, efficient, and foundational to rapid product scaling. You will play a pivotal role in ensuring our product and design decisions are deeply rooted in data.

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 Canada. The current range for this role is $97,000 - $121,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

What You’ll Do

Own the development, operationalization and reporting.

Use of metrics to measure things like: 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

Who You Are

A fast learner with a growth mindset. You don't need to be a Wealth Management expert on day one, but you must be eager to dive deep into our business strategy, financial products, and development lifecycle.

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