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) Our Values - Act Like an Owner - Think and operate with intention, purpose and care.

Own outcomes. - Build Together - Collaborate to unlock the best solutions. Deliver lasting value. - Champion Our Clients - Exceed client expectations. Our clients' success is our success. - Drive Innovation - Be bold and unconstrained in problem solving.

Transform the industry. - Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer.

We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals.

Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com .