Support Analysts are critical to empowering some of the worlds most sophisticated investors by helping them navigate and maximise the capabilities of Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. They serve as the first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations.
Our ideal candidate is a proactive problem solver who delivers thoughtful solutions and exceptional client experiences. They excel in coordinating and collaborating with internal teams, possess strong technical and financial acumen, and thrive on building relationships through direct client interactions.
What Youll Do

Identify, respond to, and resolve issues and questions raised by Addepars clients
Provide hands-on support to our clients to ensure their ongoing happiness
Work in complex data sets to identify and resolve data and calculation discrepancies
Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
Help clients use Addepar to the greatest extent through both functional and conceptual instruction
Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
Become an expert on all things Addepar

Familiarity with trading workflows, portfolio management, or financial instruments
Ideally you'll have a Bachelors Degree in Finance, Economics, Mathematics, or equivalent experience
Superior communication, organisational, and time-management skills
Proficiency in math and strong analytical skills
Passion for problem-solving and continuous learning
Interest in leveraging technology to solve complex financial challenges
1+ years of relevant experience in a client-facing role
Ability to thrive in a fast-paced, collaborative environment with changing priorities
[Plus] Previous experience in investment management or with Order Management Systems (OMS)
Our Values

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 45 countries, Addepars platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepars 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 and Pune.The Role, 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.