Trading Support Analyst

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, Singapore, and São Paulo.

About the role

Support Analysts are critical to empowering some of the world’s most sophisticated investors by helping them navigate and maximize 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.

Responsibilities

• Identify, respond to, and resolve issues and questions raised by Addepar’s 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
• Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Requirements

• Familiarity with trading workflows, portfolio management, or financial instruments
• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, 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
• Previous experience in investment management or with Order Management Systems (OMS)

Pay

Addepar takes a market-based approach to pay. The range displayed reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $22.00 - $28.00 (hourly salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. These ranges reflect the base salary only and do not include bonus, equity, or benefits.

Benefits

In addition to base salary, this role includes bonus, equity, and benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment.

Values

• 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 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.