Full-Time Product Analyst - Navigator

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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role Navigator is the portfolio projection software within the Addepar platform that empowers our clients to make smarter investment decisions. The Navigator Product Analyst is responsible for supporting the maintenance and improvement of Navigator’s core functionalities. The analyst will support the team with conducting data analysis, generating calculation examples, answering queries from service/sales/clients/prospects, and testing new features/enhancements.

What You’ll Do

• 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.

Who You Are

• Bachelor’s degree
• At least 3 years of experience of Data Analysis Experience
• High proficiency in MS Excel
• SQL, Python, prior modelling experience nice to have
• Strong communication and interpersonal skills working with vendors, clients and internal team members
• Self-motivated and able to work independently
• Preferred: Indepth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc.

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