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Data Imports Product Analyst

Remote, USA

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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role

In this role, you will be responsible for the Data Import Tool. This tool is the primary way clients and partners push data into Addepar. Clients work in a spreadsheet to manage the data, and then upload it to Addepar via the import Excel add-in. Data imports include transactions, positions, attributes, and even firm administrative tasks like creating users and groups. You will also play a supporting role in the development and roll out of the new notifications workflow, the new file management center and the workflow control pane.

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 $70,000 - $110,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Possess a deep understanding of import tool in terms of its users, business value, technical landscape, and how it relates to other areas of the larger Addepar system. 
  • Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers.
  • Run last-resort support for import tool questions and 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.
  • Perform correctness testing on new import tool enhancements, including thorough validation of different combinations of import options and layering intersecting functionality.

Who You Are

  • 3+ years of product management experience or relevant domain-specific experience
  • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders
  • Ability to partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, and the ability to write and review technical requirements documents
  • Proven ability to plan, design, and manage numerous projects simultaneously
  • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
  • Passion for the finance and technology space
  • Experience working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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