Addepar Product Owner & Reporting Analyst

About the role

Capital Partners (CP) is embarking on a multi-year reporting & data transformative journey to capitalize on data as a strategic asset to support better client insights, ensure top-quality data is leveraged for investment analytics, and explore the potentials of AI. Under the leadership of the Head of Data, Performance, Reporting; the Addepar Product Owner & Reporting Analyst will be the lead and subject matter expert on projects (both strategic and tactical) which move our performance & reporting strategy forward incrementally.

Responsibilities

• Build relationships with stakeholders across the firm to understand their priorities for performance & client reporting.
• Create insightful new reporting in Addepar to meet the needs of client relationship managers across the firm servicing private wealth and institutional clients.
• Iterate with stakeholders on prototypes and successive versions of client reporting content.
• Partner with the change management team to create project artifacts including project charters, business requirements, and report prototypes.

Qualifications

• Bachelor’s degree with 10+ years’ experience at an asset management firm with 5+ years in performance or reporting focused roles.
• Addepar reporting subject matter expertise is required.
• 1-3 years people management experience.
• Deep expertise in accounting, performance, trading, and investment research data across asset classes (Fixed Income, Equity, Alternatives).
• Successful track record working on reporting transformative efforts leveraging modern reporting and business intelligence tools.
• Strong background working with the front office (client relationship managers and investment professionals) to translate business use cases into reporting requirements.
• Entrepreneurial spirit to build stop-gap tactical solutions to provide short term benefits while longer-term strategic solutions are realized.