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Product Management Intern - Trading (Summer '23)

Who We Are

Addepar's purpose is to maximize the positive impact of the world's capital. More than 700 of the world's leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar's purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.

Our clients use Addepar to manage and advise on more than $4 trillion in assets, and we've been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.

We're now expanding Addepar's business around the globe, with clients in more than 30 countries. We're constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

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

The Role

We are currently seeking a Product Management Intern (Trading) to join our Product Team!

Our team is responsible for the development of our portfolio trading and rebalancing software, and improving workflows and UX/UI of the analysis tool. We drive the evolution of product offerings powered by the Addepar platform with a hard-working team of experienced product managers, while partnering closely with leaders across R&D and business to achieve our company objectives.

The ideal candidate is detailed and thrives in a fast-paced environment. It's imperative you have a solid understanding of general finance terms, investments and trading. You have outstanding communication and collaboration skills and are able to work with a diverse group, get consensus, and drive the product forward. You are execution focused and emphasize getting things done while paying attention to important details. You are passionate about using technology to tack problems in a user-centric way. You have a passion for the FinTech industry and want to tackle the problems of tax-efficient trading, back-office efficiency, investment analysis, product design, and enterprise enablement.

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 $48/hr.

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

  • Define product requirements, priorities, and turning points for new features/improvements in collaboration with cross-functional teammates in design, engineering, and other departments
  • Develop understanding for our users' needs, trading workflows, and finding solutions to their problems
  • Gather feedback and requirements from customers and partners and translate them into data-driven product recommendations
  • Support the team's day-to-day operations, including helping with agile ceremonies, writing product requirements for the engineering team, and bug triage

Who You Are

  • Currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & returning to school after internship
  • Available to intern for the full 12 weeks
  • Excellent presentation, communication (listening, written, spoken), and influencing skills
  • A low ego and a high level of organization, accountability, and integrity
  • A servant leader mentality passionate about facilitation, appreciation, and consensus-building
  • A desire to "roll up your sleeves" and dive deeply into our users' most sophisticated problems, even when faced with ambiguity and limited direction or support
  • Knowledge and experience with technical and/or product domains
  • Finance & trading knowledge (personal projects are a plus)
  • Engineering/ CS background is a plus, but not required

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.

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CEO of Addepar
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Eric Poirier
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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
DATE POSTED
January 25, 2023

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