Full-Time

Sr. Researcher

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Compensation Overview

$142k - $223kAnnually

+ Bonus + Equity

Senior

New York, NY, USA

Category
Quantitative Research
Quantitative Finance
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 that helps financial professionals manage and analyze their clients' portfolios. The platform aggregates financial data, allowing users to align portfolios with specific targets, model asset allocations, and test hypothetical performance under various scenarios. It is particularly adept at handling illiquid assets, which are harder to sell without losing value. Addepar's software also includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. Unlike many competitors, Addepar focuses on delivering a comprehensive view of client portfolios, which empowers investment professionals to make informed decisions and optimize financial outcomes. The goal of Addepar is to enhance the capabilities of investment professionals, enabling them to better serve their clients 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

7%

1 year growth

14%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Baker Tilly expand Addepar's reach in wealth management.
  • Bob Pisani's appointment as CTO is expected to drive technological advancements.

What critics are saying

  • Competition from fintech startups may erode Addepar's market share.
  • Reliance on partnerships poses risks if partners face operational issues.
  • Rapid AI adoption by competitors could outpace Addepar's advancements.

What makes Addepar unique

  • Addepar integrates with over 100 partners, offering a comprehensive wealth management solution.
  • The platform handles illiquid assets, providing unique insights for investment professionals.
  • Addepar's open platform allows for extensive customization and integration with existing systems.

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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