Trading Support Analyst

1 week, 1 day ago
Full-time
Junior
Customer and Technical Support
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Respond to and resolve client questions and issues as the first point of contact.
  • Provide hands-on support to help clients use the platform effectively.
  • Investigate complex data sets to identify and resolve data and calculation discrepancies.
  • Assess issue severity and coordinate resolution across internal teams.
  • Conduct root-cause analysis with Engineering and Data teams.
  • Partner with Product and Account Manager teams to maintain high client satisfaction.
  • Guide clients through functional and conceptual use of Addepar products.
  • Prioritize multiple cases and manage them through to resolution.
  • Build deep product expertise across Addepar's platform.

Requirements

  • 1+ years of relevant experience in a client-facing role.
  • Familiarity with trading workflows, portfolio management, or financial instruments.
  • Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
  • Strong communication, organizational, and time-management skills.
  • Proficiency in math and strong analytical skills.
  • Passion for problem-solving and continuous learning.
  • Interest in using technology to solve complex financial challenges.
  • Ability to thrive in a fast-paced, collaborative environment with changing priorities.
  • Previous experience in investment management or with Order Management Systems (OMS) is a plus.
  • Must be legally authorized to work in the United States without current or future visa sponsorship and able to start on day one.

Benefits

  • $22.00 - $28.00 hourly base pay, plus bonus, equity, and benefits.
  • Market-based pay with location-specific salary consideration.
  • Equal opportunity employer with a commitment to inclusion and belonging.
  • Reasonable accommodations provided for individuals with disabilities during the application and interview process.

Interested in this position?

Apply directly on the company website

Apply Now

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