Addepar - Sr. Product Analyst
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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 • 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 • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
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
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