50 Addepar Financial Analyst Jobs Hiring Near You

Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
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

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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.