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Addepar Performance Analyst Jobs (NOW HIRING)

Addepar

Portfolio Analytics Architect

Salt Lake City, UT · On-site

$103K - $129K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Support clients with researching and identifying portfolio data performance discrepancies and make ...

Addepar

Sr. Talent Program Manager - Early Careers

$118K - $147K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Track and analyze key metrics to measure the efficacy of university partnerships, using data-driven ...

Matter Family Office

Portfolio Reporting Analyst

Denver, CO · On-site

$55K - $75K/yr

... Addepar) * Produce monthly, quarterly, and annual financial reports including performance reports ... Prepare ad hoc reports and analyses as requested by clients or internal stakeholders * Build and ...

Addepar

Software Engineer - Platform Integration

New York, NY · On-site

$113K - $153K/yr

... analyze, and understand their data, and work with all their data in one central place. We interface ... Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ...

Matter Family Office

Portfolio Reporting Analyst

Denver, CO · On-site

$55K - $75K/yr

... Addepar) * Produce monthly, quarterly, and annual financial reports - including performance reports ... Prepare ad hoc reports and analyses as requested by clients or internal stakeholders * Build and ...

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Addepar Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do addepar performance analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for addepar performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What does an Addepar Performance Analyst do?

An Addepar Performance Analyst is responsible for analyzing, reconciling, and reporting on investment performance data using the Addepar platform. They work with financial advisors, wealth managers, and clients to ensure data accuracy, resolve discrepancies, and provide insights into portfolio performance. Their work involves handling complex financial instruments, customizing reports, and supporting portfolio management decisions. Strong analytical skills and familiarity with financial data systems like Addepar are essential for this role.

What are some typical challenges faced by an Addepar Performance Analyst when working with complex investment portfolios?

Addepar Performance Analysts often encounter challenges when aggregating and reconciling data from multiple custodians and complex asset classes. Ensuring data accuracy and consistency across various reporting standards can be demanding, especially with alternative investments or illiquid assets. Analysts also need to collaborate closely with portfolio managers, client service teams, and technology partners to resolve discrepancies and deliver timely, high-quality performance reports. Staying organized and proactive in communication helps navigate these challenges effectively.

What are the key skills and qualifications needed to thrive as an Addepar Performance Analyst, and why are they important?

To thrive as an Addepar Performance Analyst, you need a solid background in finance, investment performance analytics, and data analysis, often supported by a relevant degree such as finance, economics, or mathematics. Familiarity with the Addepar platform, financial reporting tools, and proficiency in Excel or other data management systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data accurately and collaborate with clients and teams. These skills ensure precise performance reporting, informed decision-making, and high client satisfaction in a data-driven investment environment.

What are popular job titles related to Addepar Performance Analyst jobs?

For Addepar Performance Analyst jobs, the most frequently searched job titles are:

Infographic showing various Addepar Performance Analyst job openings in the United States as of June 2026, with employment types broken down into 7% As Needed, 73% Full Time, 6% Part Time, 5% Temporary, 4% Contract, and 5% Nights. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Sandbox and Platform Services Product Manager

New York, NY • On-site

Addepar
Software Development • 501 - 1,000 employees
Learn more about Addeparexternal

$178K - $223K/yr

Full-time

Re-posted yesterday

Job description

The Role

We are currently seeking a Senior Product Manager for our Platform Services organisation, which covers a broad product portfolio ranging from demo environments for sales, academy (training) and end client sandboxes, covering elements of infrastructure, shared services, application and data.  The client base reflects the broad portfolio, covering developers, designers and product managers in R&D, sales specialists, and end customers.

This is a highly visible domain within R&D as it directly impacts developer experience and efficiency, but also within Addepar as the commercial opportunity for Sandboxes to accelerate customer adoption and build product led revenue streams is significant.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $178,000 - $223,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do

Product Strategy & Vision

  • Lead the prioritization of Platform Services' across multiple initiatives, aligning cross-functional stakeholders on a unified platform roadmap.
  • Execute the Platform Services product roadmap aligned with developer and end customer adoption and satisfaction
  • Design isolated testing environments with realistic test data, simulated workflows, and feature parity to production
  • Balance sandbox capabilities with security, cost, and resource management constraints

Sandbox Experience

  • Create frictionless onboarding experiences with clear documentation, test credentials, and quick setup
  • Build self-serve capabilities including API testing tools, CLI interfaces, and debugging dashboards

Platform & Infrastructure

  • Define usage limits, geographic restrictions, and environment refresh policies
  • Determine key capabilities upgrade to move configuration from sandbox/trial to production environments
  • Ensure sandbox environment stability, service level agreements, performance, and data isolation

Cross-functional Leadership

  • Partner with Engineering on technical architecture and implementation
  • Collaborate with Sales to agree commercial strategy, including pricing and understanding value propositions
  • Work build relationships with key R&D community, especially developers, to ensure community engagement and feedback loops
Who You Are

Experience

  • 5+ years in product management, preferably in developer tools, platform products, or API products
  • Proven track record managing technical products with developer/B2B audiences
  • Experience with product-led growth and self-serve adoption models

Technical Skills

  • Deep understanding of APIs, integration testing, and CI/CD workflows
  • Familiarity with sandbox/staging environment architectures
  • Ability to engage technically with engineering teams
  • Practical examples of usage of AI to automate systems and workflows

Product Skills

  • Strong analytical skills with experience defining and tracking KPIs (activation, engagement, conversion)
  • Ability to translate ambiguous developer needs into clear product requirements
  • Experience conducting user research with technical audiences
  • Ability to build defensible commercial models, tracking customer adoption rates and satisfaction

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