Full-Time

Sr. Researcher

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Compensation Overview

$142k - $223kAnnually

+ Bonus + Equity

Senior

New York, NY, USA

Category
Investment Banking
Risk Management
Finance & Banking
Required Skills
Python
Data Science
R
Data Analysis
Requirements
  • Minimum 7 years of experience in a quantitative investment role, such as portfolio management, portfolio construction, investment research, or risk management
  • Broad knowledge of asset classes, including alternatives (e.g., private equity and venture capital)
  • Experience with risk frameworks factor modeling, scenario analysis, back-testing, and simulation
  • Demonstrated research and complex model development skills using econometrics using Python, R, Stata, or similar
  • Experienced working with large data sets and deploying data science techniques and analytics to solve problems
  • Outstanding communication and writing skills, with a strong record of articulating complex topics clearly to a variety of audiences
Responsibilities
  • Perform research to generate insights, identify risks, trends, and opportunities for investment decision-making
  • Apply creative thinking and problem-solving skills; independently tackle research problems that have commercial impact
  • Develop, backtest, and implement quantitative models and analytical tools by analyzing proprietary datasets
  • Partner with clients to co-create advanced analytics and investment tools
  • Publish research insight notes and present research at industry conferences
  • Partner with academics on research projects that test macro theory with portfolio data

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software also features billing and fee management tools, offering transparency regarding costs associated with portfolio management. Unlike many competitors, Addepar focuses on providing a comprehensive view of client portfolios, which helps investment professionals optimize their clients' financial goals. The company's goal is to empower investment professionals with data-driven insights to enhance client service in a dynamic financial environment.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

20%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance