Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking a Data Client Support Analyst to join our Data Operations Team!

Part of the broader Addepar Product organisation, the Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data related questions and get the most value out of their data in Addepar. The Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

What You’ll Do

  • Effectively address client inquiries related to Addepar’s custodial data feeds and on general data product functionalities and features within established SLAs.
  • Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
  • Investigate and troubleshoot client reported bugs and data processing issues, and triaging with Engineering & Product when needed.
  • Partner with Account Managers, Solutions Architects, and other internal stakeholders to drive alignment on data related client critical issues and ensure positive client outcomes.
  • Partner with Product Content to ensure Addepar Help Site and external facing collateral is accurate and up to date for clients.
  • Participate in cross-functional projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.

Who You Are

  • 2+ years of work experience in the financial investment/advisory/technology industry with strong knowledge of capital markets, portfolio accounting and customer relationship management.
  • Excellent communication and interpersonal skills for interfacing with clients, and internal/external stakeholders.
  • Proven track record to multitask and prioritise effectively in a fast paced environment.
  • Very client-centric, team-oriented, and forward thinking.
  • Strong attention to details and a passion for problem solving.
  • Technical skills preferred in any or all of the following: MS Suite, Salesforce, Atlassian, SQL, Python, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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