Research Analyst

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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 Research Analyst to join our new Research & Insights organization. R&I is a newly launched Addepar capability that will carry out research projects on investment decision-making and deliver new research products on topics related to investing  (e.g., briefs, working papers, journal articles, models). The R&I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to utilize Addepar’s proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors. 

We are looking for a talented and experienced analyst that reports to the Head of Research Analytics and partners with senior research directors to produce truly impactful, important, and practical research outputs. 

  • You will leverage your strong quantitative skill set to interpret, analyze, and visualize multivariate relationships in data. You will develop new models and data-driven insights for publication. You will develop reports, charts, graphs and tables for use in R&I publications. 
  • You will collaborate with the entire R&I team on collection and analysis of both quantitative and qualitative data, providing input on the team’s agenda and publication plans. 
  • You will also write up findings in a variety of different formats (briefs, blogs, working papers, etc.), present on findings in different venues (seminars, webinars, conferences), and publish research in different media (online, journals, books).  
  • You will also be asked to respond to questions about our work from our stakeholders, and investors.  

Who You Are 

  • 4+ years of relevant work experience as an analyst at financial services or research organization similar to this one
  • Subject matter expertise in econometrics
  • Strong knowledge of financial markets, in particular benchmarking, portfolio construction, capital flows, and alternatives
  • Functional experience with Excel, Python, and SQL
  • Experience with communicating (written and verbally) complex topics in a simple way to both technical and non-technical audiences

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.

More Information on Addepar
Addepar operates in the Analytics industry. The company is located in Mountain View, CA, New York, NY, Salt Lake City, UT and Chicago, IL. Addepar was founded in 2009. It has 850 total employees. It offers perks and benefits such as Volunteer in local community, Open door policy, Flexible work schedule, Remote work program, Mandated unconscious bias training and Diversity employee resource groups. To see all jobs at Addepar, click here.
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