# Trading Support Analyst

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Salt Lake City, UT
**Role:** Support Engineering
**Experience:** 1+ years
**Skills:** trading workflows, portfolio management, financial instruments, order management systems, Root Cause Analysis, client support, Data Analysis, financial mathematics
**Posted:** 2026-07-24

> Provide hands-on client support for Addepar's investment management platform, resolving data, calculation, and trading workflow issues through collaboration with Engineering, Data, Product, and Account teams. Requires 1+ years client-facing experience, bachelor's in Finance/Economics/Math (or equivalent), strong analytical and communication skills, and familiarity with financial instruments.

## Job Description

## 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)

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