Client Support Analyst

Responsibilities

• Identify, respond to, and resolve technical issues and questions raised by sophisticated investors
• Provide hands-on functional and conceptual instruction to ensure client success
• Work with complex data sets to identify and resolve data and calculation discrepancies
• Conduct root-cause analysis in collaboration with Engineering and Data teams
• Evaluate the criticality of client issues and coordinate with Product and Account Management teams to maintain high satisfaction
• Prioritize and context-switch effectively to manage multiple simultaneous cases

Requirements

• 2+ years of experience in a similar client support or analytical role
• 1+ years of experience in a client-facing capacity
• Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience
• Strong proficiency in mathematics
• Ability to work the US business day shift (6:30 PM to 3:30 AM IST)
• Excellent communication, organizational, and time-management skills

Preferred Qualifications

• Previous experience in investment management, wealth management, or portfolio management domains
• Proficiency with SQL or Python

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.