Product Analyst - Navigator

Addepar; United States; Remote; USD 89,000 - 139,000; Full time

Job summary

An established industry player is seeking a Navigator Product Analyst to enhance its portfolio projection software. This role involves supporting the maintenance and improvement of core functionalities, conducting data analysis, and acting as a subject matter expert for financial calculations. The ideal candidate will possess strong data analysis skills, proficiency in MS Excel, and a foundational understanding of SQL and Python. Join a company that values innovation, collaboration, and client success, and be part of a team that drives transformative solutions in the investment sector.

Qualifications

• 3+ years of experience in Data Analysis with high proficiency in MS Excel.
• Strong knowledge of financial calculations and SQL.

Responsibilities

• Support maintenance and improvement of Navigator’s core functionalities.
• Conduct data analysis and assist with new functionalities research.

Skills

Data Analysis

Financial Calculations

SQL

Python

MS Excel

Communication Skills

Education

Bachelor's degree

Tools

Heap

Job description

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.

Addepar takes a market-based approach to pay. A successful candidate’s 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 Colorado, California, and New York.

The current range for this role is $89,000 - $139,000 (Base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

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 Data Analysis experience and high proficiency in MS Excel.
• SQL, Python, prior modeling 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: In-depth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc.

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.