Data Client Support Analyst
Core
Provide first-class support and data verification for investment professionals using Addepar's portfolio data platform.
Role type
Client Support Analyst (Financial Data)
Builds
Addepar's data and AI platform for investment operations
Domain
Financial services / Investment management / Portfolio accounting
Deliverable
client delivery
Required skills
capital markets knowledge, portfolio accounting, customer relationship management, data verification, bug investigation, process documentation
Preferred skills
SQL, Bloomberg, Thomson Reuters, Salesforce, MS Suite, Atlassian
Responsibilities
Address client inquiries on data feeds and product functionalities, manage client outreach for data verification issues, investigate and triage client-reported bugs, partner with GTM teams on data escalations, participate in multi-org process improvement projects
Seniority
Mid-level, hands-on IC
