Product Analyst

Summary

Join Addepar as a Navigator Product Analyst and contribute to the improvement and maintenance of our portfolio projection software. You will support the team by conducting data analysis, creating calculation examples, answering client and internal queries, and testing new features. This role requires a deep understanding of financial calculations and strong communication skills. The successful candidate will possess a Bachelor's degree and at least 3 years of data analysis experience. Addepar offers a competitive salary, bonus, equity, and benefits package. The company embraces a global flexible workforce model and values collaboration, innovation, and client success.

Requirements

• Bachelor’s degree
• At least 3 years of experience of Data Analysis Experience and high proficiency in in MS Excel
• Strong communication and interpersonal skills working with vendors, clients and internal team members
• Self-motivated and able to work independently

Responsibilities

• Possess a deep knowledge of financial calculations, including asset valuation, investment performance, and risk metrics
• Act as the subject matter expert for all Navigator calculations
• Assist the lead product managers with researching, defining, and scoping new functionalities, including producing easy to understand examples (spreadsheet, Addepar analysis view, etc) to assist engineers
• Owner of data analytics for Navigator product/feature usages. (SQL queries & Heap)
• Run last-resort support for calculations questions and other issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times
• Help QA/QE to check release items with an emphasis on calculation enhancements

Preferred Qualifications

• SQL, Python, prior modelling experience
• Indepth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc

Benefits

• Bonus
• Equity
• Benefits