Sr. Product Analyst

Company Overview

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers 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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

You’ll drive how we measure the health, adoption, and effectiveness of our platform experience. You will bridge the gap between user behavior and data insights, ensuring our efforts to unify and scale our platform translate directly into maximum value for our clients.

You will use your analytical expertise to map user journeys, dissect complex workflows, and establish metric frameworks that prove our platform is seamless, efficient, and foundational to rapid product scaling. You will play a pivotal role in ensuring our product and design decisions are deeply rooted in data.

Addepar takes a market‑based approach to pay. A successful candidate’s starting pay will be determined based on the role, job‑related skills, experience, qualifications, work location, and market conditions. The current range for this role is $97,000 – $121,000 (base salary) + bonus + equity + benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

• Own the development, operationalization and reporting.
• Use metrics to measure usability, workflow orchestration efficiency, software reusability, platform adoption (time to value and satisfaction), integration and platform capabilities, data quality and operability.
• Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed for analysis.
• Analyze and visualize data to generate actionable insights for business partners.
• Present findings and recommendations to business partners.
• Enable self‑service monitoring of key metrics through a good dashboard experience, documentation and business partner training.

A fast learner with a growth mindset. You don't need to be a Wealth Management expert on day one, but you must be eager to dive deep into our business strategy, financial products, and development lifecycle. You take an iterative approach to solving complex problems. You have a strong grasp of User Experience for both external clients and internal engineering partners, allowing you to effectively measure engagement, adoption, and platform health across different contexts.

You understand the dangers of measuring the wrong things for too long, or the right things at the wrong time. You are familiar with concepts such as HEART metrics, SLOs/SLAs, DORA metrics, and have experience designing, maturing, operating, and building automated reporting of bespoke metrics. You understand how humans interpret data and have a foundation in design thinking.

• Analytical and problem‑solving mindset.
• Comfortable interacting with stakeholders to decompose abstract problems into experiments.
• Experience with SQL and Python.
• 5+ years of experience leading the creation of metrics.
• 3+ years of experience building BI dashboards.

• Background in analytics, operations research, or similar.
• Proficiency with AI tools (specifically Claude).
• Experience with Data Lake platforms such as Databricks (preferred), Snowflake, Amazon Redshift, Big Query or Microsoft Fabric.
• Experience with design tooling such as Figma, Canva, Lucid Chart or other prototyping tools.
• Experience in financial services, especially in wealth management.

• 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.

Addepar is an equal opportunity employer that embraces diversity and inclusion. We are committed to providing reasonable accommodation for individuals with disabilities throughout the application process, interview, and employment.

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