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Addepar

Cloud-based wealth management data platform

Support Analyst - Alternatives Data Management

Customer SupportConfirmed live in the last 24 hours
Full-timePune, Maharashtra, IndiaNo salary listed

About the Job

Requirements

  • A Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience.
  • At least 1 year of relevant experience in a client-facing role, ideally within financial services or investment management.
  • Strong communication, organisational, and time-management skills.
  • Proficiency in mathematics and comfort working in complex data sets.
  • Problem-solving and continuous-learning ability.
  • Interest in technology and finance.

Responsibilities

  • Identify, respond to, and resolve issues and questions raised by ADM clients, providing timely and accurate support.
  • Work in complex alternative investment data sets to identify and resolve data and calculation discrepancies.
  • Evaluate the criticality of client issues and collaborate with internal ADM teams, including Collections and Operations, to drive resolution.
  • Conduct root-cause analysis in partnership with Engineering and Data teams to resolve issues.
  • Help clients leverage the ADM platform through functional and conceptual instruction.
  • Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to completion.
  • Contribute to improving team processes and documentation as the team scales and delivers on ADM.
  • Develop deep expertise in the ADM solution and the broader alternative investments landscape.

Desired Qualifications

  • Previous experience in investment management, particularly alternative investments.
  • Familiarity with alternative investment data and its operational nuances.
  • Experience using or supporting the Addepar platform.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

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