Sr. Trading Support Analyst

Addepar
Salt Lake City
Workplace: RemoteFull timeUSD 70,000 - 87,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 4+ yearsEducation: bachelorsSkills: ["Problem-solving","Communication","Organizational","Time-management","Analytical skills","Root-cause analysis"]

Support clients to maximize Addepar’s Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. Triage and resolve client questions, data and calculation discrepancies, and complex issues by evaluating criticality and collaborating with Engineering, Data, Product, and Account Managers. Provide hands-on instruction, perform root-cause analysis, and coordinate multiple cases while building expertise across Addepar workflows and workflows.

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FursaFursa
Addepar
Addepar
1 day ago

Sr. Trading Support Analyst

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Last checked: 17 hours agoStatus: Live

Job Summary

Support clients to maximize Addepar’s Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. Triage and resolve client questions, data and calculation discrepancies, and complex issues by evaluating criticality and collaborating with Engineering, Data, Product, and Account Managers. Provide hands-on instruction, perform root-cause analysis, and coordinate multiple cases while building expertise across Addepar workflows and workflows.
Location: Salt Lake City
Workplace: Remote
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Identify, respond to, and resolve client issues and questions.
  • •Provide hands-on support to ensure ongoing client satisfaction.
  • •Work with complex data sets to identify and resolve data and calculation discrepancies.
  • •Evaluate issue criticality and collaborate across teams to resolve client problems.
  • •Conduct root-cause analysis with Engineering and Data teams and help clients use the platform effectively.

Pay and Benefits

Salary: USD 70,000 - 87,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Familiarity with trading workflows, portfolio management, or financial instruments.
  • •Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience.
  • •Proficiency in math with strong analytical skills and ability to troubleshoot data and calculation discrepancies.
  • •4+ years of relevant experience in a client-facing role with strong communication, organizational, and time-management skills.
  • •Interest in leveraging technology to solve complex financial challenges; plus previous investment management or OMS experience is preferred.
Experience:4+ yearsTradingPortfolio managementInvestment managementFinancial services
Education:Bachelor's
Skills:Problem-solvingCommunicationOrganizationalTime-managementAnalytical skillsRoot-cause analysis
Languages:English
Tech Stack:Order Management System (OMS)Investment Book of Record (IBOR)

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn