Investment Strategy Associate

We are currently seeking an Investment Associate to join our growing Investment Advisory Solutions (IAS) team. As an Investment Associate, you will be responsible for providing non-discretionary investment advice to family offices, institutional investors, and investment advisors. You will utilize Addepar's proprietary data and technology to analyze portfolios, develop diagnostics, and design investment strategies. Additionally, you will participate in client meetings and collaborate with various teams within Addepar. The ideal candidate will have a minimum of 3 years of experience in the investment or financial industry, strong Python programming skills, and excellent communication abilities.

• Help develop new diagnostics and investment strategies by analyzing proprietary datasets using Python
• Build internal tools to efficiently run diagnostics and analyses at scale across the client base
• Prepare materials for and actively participate in prospect and client meetings
• Collaborate cross functionally with other teams at Addepar, including Product, Research, Engineering, Legal, and Marketing
• Minimum 3 years of experience in an investment or financial industry role, such as portfolio strategy, investment banking, investment research, or risk management
• Broad understanding of most asset classes and markets, including alternative asset classes (e.g. private equity and venture capital)
• Strong Python programming skills and a solid foundation in statistics
• Outstanding communication skills, with the proven track record of articulating complex topics clearly to a variety of audiences
• Previous experience with Databricks is a plus

• Minimum 3 years of experience in an investment or financial industry role, such as portfolio strategy, investment banking, investment research, or risk management
• Broad understanding of most asset classes and markets, including alternative asset classes (e.g. private equity and venture capital)
• Strong Python programming skills and a solid foundation in statistics
• Outstanding communication skills, with the proven track record of articulating complex topics clearly to a variety of audiences
• Previous experience with Databricks is a plus

• Competitive pay based on role, skills, experience, qualifications, and market conditions
• Bonus and equity opportunities
• Benefits package
• Opportunity to work with leading financial services firms
• Access to Addepar's proprietary data and technology
• Opportunity to develop new diagnostics and investment strategies
• Collaboration with cross-functional teams
• Opportunity to participate in prospect and client meetings
• Opportunity for growth and learning
• Emphasis on diversity and inclusion
• Equal opportunity employer
• Reasonable accommodation for individuals with disabilities
• Virtual interview and onboarding experience