Trading Support Analyst

What You’ll Do

• Identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Provide hands-on support to our clients to ensure their ongoing happiness
• Work in complex data sets to identify and resolve data and calculation discrepancies
• Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
• Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
• Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction
• Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Who You Are

• Familiarity with trading workflows, portfolio management, or financial instruments
• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, and time-management skills
• Proficiency in math and strong analytical skills
• Passion for problem-solving and continuous learning
• Interest in leveraging technology to solve complex financial challenges
• 1+ years of relevant experience in a client-facing role
• Ability to thrive in a fast-paced, collaborative environment with changing priorities
• [Plus] Previous experience in investment management or with Order Management Systems (OMS)