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Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver 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.
The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. As an ADM Support Analyst, you will play a critical role in supporting sophisticated investors worldwide, answering questions and resolving issues related to their alternative investment data on the Addepar platform.
Key responsibilities include:
- Identify, respond to, and resolve issues and questions raised by ADM clients with 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 internal ADM teams (Collections, Operations) to drive resolution
- Conduct root-cause analysis in partnership with Engineering and Data teams
- Help clients leverage the ADM platform through functional and conceptual instruction
- Prioritize and context-switch effectively to execute on simultaneous cases
- Contribute to improving team processes and documentation as the team scales
- Develop deep expertise in Addepar's ADM solution and the alternative investments landscape
You will work directly with clients in the alternative investments space, requiring tenacity in problem-solving and skillful coordination with internal teams.
Requirements:
- 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, organizational, and time-management skills
- Proficiency in mathematics and comfort working with complex data sets
- Passion for problem-solving and continuous learning
- Passion for technology and finance
- Legal authorization to work in India required; visa sponsorship is not available
Preferred qualifications:
- Previous experience in investment management, particularly alternative investments
- Familiarity with alternative investment data and its operational nuances
- Experience using or supporting the Addepar platform
