Calculations Product Analyst

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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

The Calculations Product Analyst is responsible for supporting Addepar's calculations functionality. The Calculations Product Analyst will support the calculations team in defining feature requirements, generating examples, answering queries from support, sales, clients and prospects, and testing new features and enhancements.

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 range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $80,000 - $125,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Possess a deep knowledge of common financial calculations, including asset valuation, investment performance and risk metrics.
• Assist the lead product manager with researching, defining and scoping new calculation functionality, including producing easy to understand examples to assist developers.
• Run last-resort support for calculations questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times.
• Perform correctness testing on new calculations and calculation enhancements, including thorough validation of different combinations of calculation options and layering intersecting functionality.

Who You Are

• 3+ years of relevant work experience and education that show strength in financial calculations.
• Domain knowledge …