Product Analyst - Navigator

Related keywords: financial analyst remote jobremote job data analystanalyst remote job

This page contains product affiliate links.

Overview

Addepar is a leading global technology and data company, specializing in providing advanced investment analytics and portfolio management solutions. The company has established a noteworthy reputation within the financial sector by enabling investment professionals across 45 countries to deliver informed and precise guidance to their clients. Addepar’s platform aggregates and analyzes over $7 trillion in assets, boasting integrations with more than 100 software and data services to support a wide variety of firms and use cases. Their commitment to innovation and quality has made them a trusted partner in the financial industry.

Position Summary

The role of Product Analyst - Navigator plays a crucial part in Addepar’s continual improvement of its portfolio projection software. The Navigator product is designed to empower its clients to make effective, data-driven investment decisions. In this position, the analyst will be responsible for maintaining and enhancing Navigator’s core functionalities, conducting data analyses, and responding to inquiries from service, sales, clients, and prospects.

Responsibilities

The responsibilities for the Product Analyst include:

• Conducting data analysis and generating calculation examples that assist in understanding investment metrics.
• Supporting various teams within Addepar by answering questions and testing new features and enhancements to the Navigator platform.
• Ensuring the accuracy of financial calculations, such as asset valuation and risk metrics, while serving as a subject matter expert in these areas.
• Collaborating with lead product managers to research, define, and scope new features, generating digestible examples for engineering teams.
• Running last-resort support for calculations and related queries, ensuring product content is updated frequently to avoid recurring challenges.
• Collaborating with Quality Assurance (QA) teams to verify release items and calculate enhancements.

Required Skills and Qualifications

To be successful in this role, candidates should have:

• A Bachelor's degree in a relevant field.
• At least 3 years of experience in data analysis, particularly in financial contexts.
• High proficiency in MS Excel, along with experience in SQL and Python—prior modeling experience is advantageous.
• Strong communication and interpersonal skills, enabling effective collaboration with internal teams and external clients.
• A self-motivated attitude and the ability to work independently.

Preferred qualifications include an in-depth understanding of Addepar's core concepts such as ownership structure, transactions, and attribution.

Compensation and Benefits

Addepar provides a market-based approach to compensation, with salaries tailored to the role, experience, qualifications, work location, and market conditions. The salary range for this position is between $89,000 and $139,000, which does not include possible bonuses, equity, or additional benefits. Candidates are encouraged to consult with their recruiters for precise details on salary based on their desired location during the hiring process.

Company Values and Culture

Addepar emphasizes a set of core values that drive its operations. These include the following:

• Act Like an Owner—employees are encouraged to think with intention and take responsibility for outcomes.
• Build Together—the spirit of collaboration is paramount for unlocking effective solutions and delivering value.
• Champion Our Clients—Addepar's success is measured by the success of its clients, highlighting the importance of exceeding client expectations.
• Drive Innovation—a culture of bold problem-solving ensures that Addepar remains at the forefront of industry advances.
• Embrace Learning—the philosophy encourages continual growth among team members, adding depth to their professional perspectives and skills.

Diversity and inclusion within the workplace are also deeply valued at Addepar. They actively seek to cultivate an environment where diverse backgrounds and perspectives contribute to innovative solutions. The company is committed to providing reasonable accommodation for individuals with disabilities during the recruitment process and throughout their employment.

Final Thoughts

For those interested in pursuing this opportunity with Addepar, candidates are advised to stay alert for potential scams, as the company has recently experienced phishing attempts wherein imposters posed as hiring managers. It’s crucial that applicants recognize that official job offers follow a formal interview process and that no purchases of equipment will be requested as part of the onboarding process. Queries regarding employment and application assistance can be directed to their HR department.

This job offer was originally published on himalayas.app