Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About 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.
What they're looking for
- 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
More about this role
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.
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...
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