Data Analyst - Marketplace Analytics
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
We are currently seeking a Data Analyst to join the Marketplace Analytics team in Insights!
The Insights team at Addepar is building order management and execution systems to provide access to a wide range of investment products, including cash management, hedge funds and private equity, and secondary transactions in private securities and LP interests. We also work on data-driven products and analytical tools to help our clients make better investment decisions and navigate the sophisticated world of finance. This is an exciting new business for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.
Read more about our launch of Marketplace in May of 2020 here:
- Introducing Marketplace
- Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings
- Addepar Rolls Out Digital Alternatives Marketplace
The Marketplace team is a vertically integrated group that includes a cross-section of product, marketing, sales, data, design, operations, compliance and engineering - giving members a unique perspective that demonstrates how their work directly links to the broader business. In many ways, our group operates much like a startup within a growth company, providing its members with the stability and business relations of the larger Addepar organization, while allowing the group to operate in a tightly integrated and demanding context, as we continue to build out our new line of business and product offerings.
The Marketplace Analytics team’s mission is to leverage Addepar’s unique sources of data to more effectively match Marketplace clients with products/solutions that may interest them. As a Data Analyst, you will prototype, design, and implement the suite of analytics that help us effectively target clients. The analytics themselves will start as heuristic algorithms and evolve into more sophisticated AI/ML techniques, and will be featured in both the Marketplace module in Addepar and internal applications that provide scale to our sales team. Successful candidates will be proven subject matter experts in data science, be practical in their approach to deploying simple vs. complex methodologies, and have demonstrated success in using data to achieve business outcomes.
What You’ll do:
- Develop a suite of analytics and models to predict client interest in various Marketplace offerings
- Explore more sophisticated data science techniques that may help us improve our targeting accuracy
- Design methodologies to test the ex-post effectiveness of analytics to optimize their contributions to business outcomes
- Collaborate with Insights engineering and other data teams at Addepar to enhance the pipeline of data used for analysis
- Proactively contribute to data quality and suggest upstream improvements that enhance the value of inputs to our analytics and models
- Create documentation and presentations to communicate decision making, progress, and results with the Insights team and other Addepar stakeholders
- Develop relationships across the organization to keep abreast of data engineering and architecture developments across the company that impact Insights
Who You Are:
- 4+ years of relevant work experience as a data analyst at a financial services or AdTech firm
- Extensive experience with Python or R and SQL
- Subject matter expertise in data science techniques, ranging from simple heuristics to AI/ML models
- Practical approach to data analysis with the complexity of the approach matching the needs of each particular situation
- Familiarity with financial markets, in particular alternative and private assets, is a plus
- Experience with communicating (written and verbally) complex topics in a simple way to both technical and non-technical audiences
- Demonstrated ability to help use data to achieve business objectives
Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
Our 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.
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.