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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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
As a Data Client Support Analyst, you will be part of the Data Management & Quality organization, responsible for ensuring customers receive first-class support and maximize the value of their data in Addepar. The Data Client Support team operates at the intersection of Addepar's activity, requiring daily communication with clients, data providers, and internal personnel across the company.
Key responsibilities include:
- Address client inquiries related to Addepar's portfolio data feeds and data product functionalities within established SLAs
- Manage and complete requests from internal Data teams requiring client outreach and action to resolve data verification issues
- Investigate client-reported bugs and data processing issues, triaging with Engineering & Product when needed
- Partner with Account Managers, Solutions Architects, and GTM members to drive alignment on data-related escalations and ensure positive client outcomes
- Participate in multi-org projects to improve internal processes and company-wide initiatives to launch new product functionality or services
The working schedule for this position is 6:30 PM to 3:30 AM IST, US business days. Applicants must have legal authorization to work in India; visa sponsorship is not available.
Requirements:
- 3+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting, and customer relationship management
- Outstanding communication and interpersonal skills with excellent attention to detail
- Track record of self-motivation, strong team-player mentality, and passion for delivering client-centric outcomes
- Proactive and diligent in documenting team processes and identifying workflow optimization opportunities
- Willingness to work flexible hours
- Familiarity with MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable
