Sr. Product Manager

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

We are currently seeking a Product Manager to join our Portfolio Data Team!

Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.

What You’ll Do

• Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar’s data integration ecosystem.
• Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.
• Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
• Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.
• Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.
• Contribute to the evolution of Addepar’s financial solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments. 
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
• Effectively set, lead, and communicate expectations both internally and externally

Who You Are 

• Significant data product management experience with relevant finance domain-specific experience.
• Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.
• Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents. 
• Experience working with financial data and concepts relevant to Addepar’s clients and products.

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.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.