Addepar Product Owner & Reporting Analyst
Core
Lead the Addepar product roadmap and backlog to build new reporting content for client relationship managers in private wealth and institutional investing.
Role type
Product Owner & Reporting Analyst
Builds
New reporting content and prototypes in Addepar for client relationship managers
Domain
Asset management, performance reporting, investment analytics
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Addepar reporting subject matter expertise, accounting expertise, performance data analysis, trading data analysis, investment research data analysis, business intelligence tools, front office collaboration, backlog management, stakeholder relationship building
Preferred skills
People management experience, entrepreneurial spirit for tactical solutions
Technologies
Addepar, modern reporting tools, business intelligence tools
Responsibilities
Build relationships with stakeholders to understand performance and client reporting priorities, Create insightful new reporting in Addepar, Iterate with stakeholders on prototypes and successive versions of client reporting content, Partner with change management team to create project artifacts including charters and business requirements
Seniority
Senior, hands-on IC with potential to lead a small team