Product Management Intern - Portfolio Analysis & Attributes Workflows (Summer '22)
Who We Are
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
Being a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!
At the moment, our 12 week internship experience is remote. Dates are currently set for May - August, 2022 but please consult with your recruiter. Seeking US and Canadian students only.
The Role
We are currently seeking a Product Management Intern (Portfolio Analysis & Attributes Workflows) to join our Product Team!
Our team is responsible for the development of our Portfolio Analysis & Attributes offering, improving workflows and UX of the analysis tool. We drive the evolution of product offerings powered by the Addepar platform with a talented team of product managers, while partnering closely with leaders across R&D and business to achieve our company objectives.
The ideal candidate is entrepreneurial-minded and thrives in a fast-paced and goal-driven environment. You have outstanding communication and collaboration skills and are able to work with a diverse group, get consensus, and drive the product forward. You are execution focused and emphasize getting things done while paying attention to important details. You are passionate about using technology to solve problems in a user-centric way. You have a passion for the fintech industry and want to solve the problems of investment reporting, advisor communication, data aggregation, investment analysis, product design, and enterprise enablement.
What You’ll Do
- Learn about how Portfolio Analysis helps financial advisors and their clients, and how it relates to other areas of the larger Addepar ecosystem and wealth management industry
- Define product requirements, priorities, and milestones for new features/enhancements in collaboration with cross-functional teammates in design, engineering, and other orgs
- Develop understanding and empathy for our users’ needs and pain points
- Gather feedback and requirements from customers and stakeholders and translate them into data-driven product recommendations
- Support the team's day-to-day operations, including helping with agile ceremonies, and bug triage
Who You Are
- Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
- Available to intern for the full 12 weeks
- Excellent presentation, communication (listening, written, spoken), and influencing skills
- A low ego and a high level of organization, accountability, and integrity
- A servant leader mindset focused on facilitation, empathy, and consensus-building
- A desire to “roll up your sleeves” and dive deeply into our users’ most complex problems, even when faced with ambiguity and limited direction or support
- Knowledge and experience with technical domains (SQL, software development, etc.)
- Finance knowledge and personal projects are a plus
- Engineering/ CS background is a plus
About Addepar
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
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.