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 and So Paulo.

The Role

You'll drive how we measure the health, adoption, and effectiveness of our platform experience. You will bridge the gap between user behavior and data insights, ensuring our efforts to unify and scale our platform translate directly into maximum value for our clients.

You will use your analytical expertise to map user journeys, dissect complex workflows, and establish the metric frameworks that prove our platform is seamless, efficient, and foundational to rapid product scaling. You will play a pivotal role in ensuring our product and design decisions are deeply rooted in data.

Addepar takes a market-based approach to pay. A successful candidates 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 Canada. The current range for this role is $97,000 - $121,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

What Youll Do

Own the development, operationalization and reporting.
Use of metrics to measure things like: Usability, Workflow Orchestration efficiency, Software Reusability, Platform Adoption (Time to Value and Satisfaction), Integration and Platform Capabilities, Data Quality and Operability ,
Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis
Analyze and visualize data to generate actionable insights for business partners
Present your findings and recommendations to your business partners
Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training

Who You Are

A fast learner with a growth mindset. You don't need to be a Wealth Management expert on day one, but you must be eager to dive deep into our business strategy, financial products, and development lifecycle.

You take an iterative approach to solving complex problems. You have a strong grasp of User Experience for both external clients and internal engineering partners, allowing you to effectively measure engagement, adoption, and platform health across different contexts.

You understand the dangers of measuring the wrong things for too long, or the right things at the wrong time. You are familiar with concepts like HEART Metrics, SLOs/SLAs, DORA Metrics, but also have experience designing, maturing, operating and building automated reporting of bespoke metrics. You have an understanding of how Humans interpret data and you have well worn copies of Edward Tuftes works.

Must Haves

Analytical and Problem solving mindset
Comfortable interacting with stakeholders to decompose abstract problems into experiments
Experience with SQL and Python
5+ years of experience leading the creation of metrics
3+ years of experience building BI Dashboards

Nice to Haves

Background in Analytics, Operations Research, or similar
Proficiency with Ai Tools (specifically Claude)
Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.
Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.
Experience in Financial Services and especially in Wealth Management

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.

Sr. Product Analyst

Addepar

Job Description