Product Analyst

Addepar New York , NY 10007

Posted 1 week ago

At its core, Addepar is a data company. We're building interoperability and transparency across hundreds of financial systems, and creating more powerful and robust financial applications on top of that platform.

As a Product Analyst, you would take the lead in understanding our users and how they use our product, providing insights to guide product and business decisions. You would own defining how we measure our users' activity, performing deep dives into the data leading to insights about our users, and presenting analyses in compelling ways. The types of analyses will involve understanding use of new or experimental features, understanding the financial instruments and our users model, and measuring user engagement with our platform. You will work with our product and data engineering teams to prioritize what infrastructure we build to enable these analyses across multiple systems and data stores. We are looking for someone who will take ownership and pro-actively work with multiple teams to provide both ad hoc and automated in-depth analyses.


  • Partner with product managers and business owners to formulate KPI, success measurement and socialize them

  • Own the monitoring of business metrics, product/launch performance and proactively communicate findings

  • Work with engineering teams to develop new data measurement to aid in understanding our product's usage

  • Work closely with product managers & product engineers in data tracking setup

  • Work closely with data warehouse engineers in data pipeline optimization

  • Perform exploratory data analysis with the goal of finding product improvement features that can drive additional value for clients

  • Prioritize analysis resources and set expectations with partner team based on broader business priorities.

  • Partner with product, engineering, and business teams to help shape the future of data-driven decision-making at Addepar.


  • Exceptional analytical, problem solving and communication skills.

  • 3+ years of experience in analytics, data warehousing, or related role.

  • Experience with SQL/relational databases

  • Experience with analytical/BI tools supporting data analysis, reporting, and visualization.

  • A self-starter that can drive projects forward with minimal guidance

  • Strong communication ability to gather requirements from stakeholders and convey your analysis and top level findings to different internal parties

  • Nice to have: experience using Python to process and analyze data.

  • BS or above degrees in quantitative fields - Computer Science, Engineering, Statistics, Economics or related fields.

Addepar is a leading provider of technology for the wealth management industry. The company's performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company's platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we're proud to be an inclusive, equal opportunity workplace.

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Product Analyst