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- Tasks: Join our Portfolio Data Team to integrate client investment data into our platform.
- Company: Addepar is a global tech company empowering smarter investment decisions for clients worldwide.
- Benefits: Enjoy a flexible work environment with opportunities for remote work and diverse corporate perks.
- Why this job: Be part of a team that drives innovation in financial solutions and enhances client experiences.
- Qualifications: Significant experience in data product management, especially in finance, with strong communication skills.
- Other info: We value diversity and inclusion, promoting a welcoming environment for all applicants.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
We are currently seeking a Product Manager to join our Portfolio Data Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you will work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.
What You’ll Do
- Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar’s data integration ecosystem.
- Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.
- Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
- Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.
- Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.
- Contribute to the evolution of Addepar’s financial solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.
- Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line.
- Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows.
- Effectively set, lead, and communicate expectations both internally and externally.
Who You Are
- Significant data product management experience with relevant finance domain-specific experience.
- Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators.
- Ability to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.
- Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.
- Experience working with financial data and concepts relevant to Addepar’s clients and products.
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.
Sr. Product Manager employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr. Product Manager
✨Tip Number 1
Familiarise yourself with Addepar's platform and its integration capabilities. Understanding how their portfolio data management works will help you articulate your insights during discussions with the team.
✨Tip Number 2
Network with current or former employees of Addepar on platforms like LinkedIn. Engaging in conversations about their experiences can provide you with valuable insights into the company culture and expectations for the Sr. Product Manager role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully managed data products in a financial context. Highlighting your relevant achievements will demonstrate your capability to excel in this role.
✨Tip Number 4
Stay updated on industry trends related to financial data management and investment technology. Being knowledgeable about current challenges and innovations will allow you to contribute meaningfully to discussions during the interview process.
We think you need these skills to ace Sr. Product Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in product management, particularly in the finance domain. Use specific examples that demonstrate your ability to manage data products and work cross-functionally.
Craft a Compelling Cover Letter: In your cover letter, express your passion for data integration and how your skills align with Addepar's mission. Mention specific projects or experiences that showcase your problem-solving abilities and client-focused mindset.
Showcase Communication Skills: Since strong communication is key for this role, provide examples in your application that illustrate your ability to convey complex information clearly to both technical and non-technical stakeholders.
Highlight Innovation and Learning: Demonstrate your commitment to innovation and continuous learning. Share instances where you have driven improvements in processes or tools, and how you have embraced new ideas to enhance client experiences.
How to prepare for a job interview at Addepar
✨Understand the Company and Its Products
Before your interview, take the time to research Addepar's products and services. Familiarise yourself with their portfolio management solutions and how they integrate financial data. This knowledge will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Data Management Skills
As a Sr. Product Manager, you'll need to highlight your experience with data product management. Be prepared to discuss specific examples of how you've successfully integrated data solutions in previous roles, particularly in the finance domain. Use metrics to quantify your achievements.
✨Prepare for Technical Questions
Expect to answer technical questions related to data modelling and integration. Brush up on your understanding of high-level data development concepts and be ready to explain how you would write and review technical requirements documents. This will showcase your ability to communicate effectively with engineering teams.
✨Demonstrate Cross-Functional Collaboration
Addepar values collaboration across teams. Prepare examples that illustrate your ability to work cross-functionally with various stakeholders, such as engineering, client services, and product management. Highlight how your collaborative efforts have led to successful project outcomes.
