Client Support Analyst

Addepar(5 days ago)

HybridFull TimeMedior$30,000 - $40,000Client Services

About this role

Addepar is a global technology and data company that provides a platform for investment professionals to make informed decisions. They serve a diverse, international client base by supporting their use of financial and data management software. The company values innovation, collaboration, and client success, operating in a hybrid work environment with a focus on inclusive growth.

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Required Skills

SQL
Python
Data Analysis
Client Support
Financial Analysis

Qualifications

Bachelor’s Degree in Finance, Economics, Mathematics

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.

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