Addepar
Website:
addepar.com
Job details:
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative investment data on the Addepar platform. They ensure clients get the most value out of each interaction by providing accurate, timely guidance across the full scope of ADM functionality.
Our ideal candidate is tenacious about tackling problems, can skillfully coordinate with internal teams, and enjoys working directly with clients in the alternative investments space.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Identify, respond to, and resolve issues and questions raised by ADM clients, providing timely and accurate support.
- Work in complex alternative investment data sets to identify and resolve data and calculation discrepancies.
- Evaluate the criticality of client issues and collaborate with other internal ADM teams (Collections, Operations) to drive resolution.
- Conduct root-cause analysis in partnership with Engineering and Data teams to resolve issues.
- Help clients leverage the ADM platform to the greatest extent possible through both functional and conceptual instruction.
- Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line.
- Contribute to improving team processes and documentation as we scale and deliver on ADM.
- Develop deep expertise in Addepar's ADM solution and the broader alternative investments landscape.
Who You Are
- Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience.
- 1+ years of relevant experience in a client-facing role, ideally within financial services or investment management.
- Strong communication, organisational, and time-management skills.
- Proficiency in maths and comfort working in complex data sets.
- Passion for problem-solving and continuous learning.
- Passion for technology and finance.
- [Plus] Previous experience in investment management, particularly alternative investments.
- [Plus] Familiarity with alternative investment data and its operational nuances.
- [Plus] Experience using or supporting the Addepar platform.
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 ta-operations@addepar.com.
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