Product Analyst Intern - Investor Persona (US)

Remote, USA

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

Being a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!

At the moment, our 12 week internship experience is remote. Dates are currently set for May - August 2024 but please advise your recruiter. Seeking US and Canadian students only.

The Role

We are currently seeking a Product Analytics Intern for our Investor Persona team! The Investor Persona function is focused on designing and delivering innovative tools and services for investment decision makers. In this role you will have the opportunity to learn about Addepar and the wealth-tech industry, portfolio and market analysis, data science in the investment domain and fundamentals of product management and design.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $25 - $39.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Understand Addepar's business and products
• Understand investment decision making workflows and product/technology trends in this space
• Help define and scope product roadmaps
• Gather requirements, define epics and user stories
• Hands on development of investment analytics and data process in Databricks, python, SQL, Looker and Hex
• Work closely with investment analytics, product teams and engineering

Who You Are

• Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
• Available to intern for the full 12 weeks
• 2+ years of experience or equivalent education covering databases and SQL
• Basic programming skills in python and SQL
• Excellent communication (verbal, written and visual) and storytelling skills
• Experience with business intelligence (BI) tools is strongly preferred (Looker, Power BI, Tableau, etc.)
• Passion for seeking insights in data and using data to tackle problems that matter
• Readiness to learn new technologies and systems
• Familiarity with the financial industry preferred
• Interested in pursuing a career in analytics, product management, program management, operations preferred

Our Values 

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.