Sr. Product Analyst

Addepar

8h•CA$97,000 - CA$121,000•Remote

About The Position

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 and São Paulo. The Role You'll drive how we measure the health, adoption, and effectiveness of our platform experience. You will bridge the gap between user behavior and data insights, ensuring our efforts to unify and scale our platform translate directly into maximum value for our clients. You will use your analytical expertise to map user journeys, dissect complex workflows, and establish the metric frameworks that prove our platform is seamless, efficient, and foundational to rapid product scaling. You will play a pivotal role in ensuring our product and design decisions are deeply rooted in data.

Requirements

A fast learner with a growth mindset. You don't need to be a Wealth Management expert on day one, but you must be eager to dive deep into our business strategy, financial products, and development lifecycle.
You take an iterative approach to solving complex problems. You have a strong grasp of User Experience for both external clients and internal engineering partners, allowing you to effectively measure engagement, adoption, and platform health across different contexts.
You understand the dangers of measuring the wrong things for too long, or the right things at the wrong time. You are familiar with concepts like HEART Metrics, SLOs/SLAs, DORA Metrics, but also have experience designing, maturing, operating and building automated reporting of bespoke metrics. You have an understanding of how Humans interpret data and you have well worn copies of Edward Tufte’s works.
Analytical and Problem solving mindset
Comfortable interacting with stakeholders to decompose abstract problems into experiments
Experience with SQL and Python
5+ years of experience leading the creation of metrics
3+ years of experience building BI Dashboards

Nice To Haves

Background in Analytics, Operations Research, or similar
Proficiency with Ai Tools (specifically Claude)
Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.
Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.
Experience in Financial Services and especially in Wealth Management

Responsibilities

Own the development, operationalization and reporting.
Use of metrics to measure things like: Usability, Workflow Orchestration efficiency, Software Reusability, Platform Adoption (Time to Value and Satisfaction), Integration and Platform Capabilities, Data Quality and Operability.
Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis.
Analyze and visualize data to generate actionable insights for business partners.
Present your findings and recommendations to your business partners.
Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training.