Product Analyst - Business Intelligence Dashboard
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 Product Analyst to join the Business Intelligence Dashboard team.
The BI Dashboard presents executives at our client firms with consumable, visual displays of key insights about the state of their business and clients. By analyzing data from a variety of sources, the dashboard serves up answers to questions before our clients ask, enabling them to take timely, targeted action on the most critical events affecting their clients.
The Product Analyst will report to the Sr. Lead Product Manager and support the product, by developing a keen understanding of our clients’ needs and defining data calls and models that deliver the required analytics. The Analyst will work on a cross functional team and partner with inter-departmental stakeholders to collaborate on solutions.
What You’ll Do
- Collaborate with product, front-end and database engineers, and business stakeholders to understand data needs and help define user needs and priorities
- Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis
- Contribute to building the roadmap, writing user stories, tracking product enhancement ideas, managing the team backlog
- Collect qualitative and quantitative data to drive product decisions and plans
- Define metrics for tracking product usage as well as the success of both the team and the outcomes delivered to users
Who You Are
- Up to 3 years of experience or equivalent education covering databases and SQL
- Excellent communication (verbal, written and visual) and storytelling skills
- Experience with BI tools is strongly preferred (Looker, Tableau, Periscope, etc.)
- Basic programming skills in javascript or python are preferred
- Experience working with product development teams in an agile framework is a plus
- Passion for seeking insights in data and using data to solve problems that matter
- Readiness to learn new technologies and systems
- Familiarity with the financial industry a plus
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.
Unfortunately, at this time we cannot accept Colorado applicants.