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Salary: USD 70,000 - 87,000 / annual
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.
As a Senior Trading Support Analyst, you will be a critical member of the team supporting sophisticated investors using Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. You will serve as a first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations.
Key responsibilities include:
- Identify, respond to, and resolve issues and questions raised by Addepar's clients
- Provide hands-on support to ensure ongoing client satisfaction
- Work in complex data sets to identify and resolve data and calculation discrepancies
- Evaluate the criticality of client issues and collaborate across the organization to resolve them
- Conduct root-cause analysis with Engineering and Data teams
- Work closely with Product and Account Manager teams to maintain high client satisfaction
- Help clients maximize Addepar through functional and conceptual instruction
- Prioritize and context-switch effectively across simultaneous cases
- Become an expert on Addepar's capabilities and workflows
You bring 4+ years of relevant experience in a client-facing role, with familiarity in trading workflows, portfolio management, or financial instruments. You hold a Bachelor's degree in Finance, Economics, Mathematics, or equivalent experience. You possess superior communication, organizational, and time-management skills, with proficiency in math and strong analytical abilities. You thrive in fast-paced, collaborative environments and are passionate about problem-solving and continuous learning. Prior experience with investment management or OMS systems is a plus.
