Sr. Trading Support Analyst

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who We Are</strong></span></p> <p>Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.</p></div><h4><span style="text-decoration: underline;"><strong>The Role</strong></span></h4> <p>Support Analysts are critical to empowering some of the world’s most sophisticated investors by helping them navigate and maximize the capabilities of Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. They serve as the first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations.</p> <p>Our ideal candidate is a proactive problem solver who delivers thoughtful solutions and exceptional client experiences. They excel in coordinating and collaborating with internal teams, possess strong technical and financial acumen, and thrive on building relationships through direct client interactions.</p> <p>Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as <span data-highlighted="true" data-vc="highlighted-text"><span class="_1mT5xdRAKS"><span class="_0nmozVaHVx _2V7sgO2M4S _3BoeIDwZ7G _30zrXRyxdf _0ReiIH7zJH" data-testid="definition-highlighter">H-1B</span></span></span>, <span data-highlighted="true" data-vc="highlighted-text"><span class="_1mT5xdRAKS"><span class="_0nmozVaHVx _2V7sgO2M4S _3BoeIDwZ7G _30zrXRyxdf _0ReiIH7zJH" data-testid="definition-highlighter">F-1</span></span></span>/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.</p> <h4><span style="text-decoration: underline;"><strong>What You’ll Do</strong></span></h4> <ul> <li>Identify, respond to, and resolve issues and questions raised by Addepar’s clients</li> <li>Provide hands-on support to our clients to ensure their ongoing happiness</li> <li>Work in complex data sets to identify and resolve data and calculation discrepancies</li> <li>Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve</li> <li>Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues</li> <li>Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction</li> <li>Help clients use Addepar to the greatest extent through both functional and conceptual instruction</li> <li>Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line</li> <li>Become an expert on all things Addepar</li> </ul> <h4><span style="text-decoration: underline;"><strong>Who You Are</strong></span></h4> <ul> <li>Familiarity with trading workflows, portfolio management, or financial instruments</li> <li>Bachelo