Sr. Trading Support Analyst

Addepar; Salt Lake City (UT); On-site; USD 70,000 - 87,000; Full time

Benefits offered by this job

Bonus program

Equity opportunity

Benefits package

Job summary

Addepar in Salt Lake City seeks a proactive Support Analyst to help leading investment professionals navigate and maximize Addepar's Trading, Order Management System, and IBOR products.

You will resolve client questions, fix data discrepancies, and partner with Engineering, Data, Product, and Account Management to ensure exceptional client experiences.

Qualifications

• 4+ years in a client-facing role in finance or investment management.
• Bachelor’s degree in Finance, Economics, Mathematics, or equivalent.
• Strong mathematical, analytical, and communication skills.

Responsibilities

• Identify, respond to, and resolve client questions and issues.
• Provide hands-on support to clients to ensure satisfaction and usage.
• Work with data sets to identify and resolve data and calculation discrepancies.
• Collaborate with Engineering, Data, Product, and Account Manager teams to resolve issues and maintain client satisfaction.
• Educate clients to maximize Addepar’s platform capabilities.

Skills

Trading workflows

Client-facing

Analytical skills

Communication

Financial instruments

Education

Bachelor's degree in Finance/Economics/Mathematics or equivalent

Tools

Order Management Systems (OMS)

Job description

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

Support Analysts are critical to empowering some of the world’s most sophisticated investors by helping them navigate and maximize the capabilities of Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. They serve as the first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations.

Our ideal candidate is a proactive problem solver who delivers thoughtful solutions and exceptional client experiences. They excel in coordinating and collaborating with internal teams, possess strong technical and financial acumen, and thrive on building relationships through direct client interactions.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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 $70,000 - $87,000 (base salary) + bonus + equity + benefits.

What You’ll Do

• Identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Provide hands-on support to our clients to ensure their ongoing happiness
• Work in complex data sets to identify and resolve data and calculation discrepancies
• Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
• Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
• Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction
• Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Who You Are

• Familiarity with trading workflows, portfolio management, or financial instruments
• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, and time-management skills
• Proficiency in math and strong analytical skills
• Passion for problem‑solving and continuous learning
• Interest in leveraging technology to solve complex financial challenges
• 4+ years of relevant experience in a client-facing role
• Ability to thrive in a fast‑paced, collaborative environment with changing priorities
• Previous experience in investment management or with Order Management Systems (OMS)

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.