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Full-time
Posted 7d ago
~40 hrs/week
Responsibilities
The Data Client Support Analyst will address client inquiries regarding portfolio data feeds and manage requests from internal teams to resolve data verification issues. They will also investigate reported bugs and collaborate with Engineering and Product teams to ensure positive outcomes for clients.
Requirements
Candidates must have at least 2 years of experience in the financial investment or advisory industry with a solid understanding of capital markets and portfolio accounting. Strong communication skills and familiarity with financial systems like SQL, Bloomberg, or Salesforce are required.
Full job description
Who We Are
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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
As part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company.
Important: This role requires for you to be in office 3 days per week in Pune.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.
Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed.
Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
Who You Are
2+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management.
Outstanding communication and interpersonal skills with excellent attention to detail.
Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.
Proactive and diligent in documenting team processes and finding opportunities to team optimize workflow efficiencies
Willing to work flexible hours.
Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable.
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.
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.
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 [email protected].
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
Industry
Software Development
Company size
1,001-5,000 employees
Founded
2009
Headquarters
New York, New York
LinkedIn followers
134,540
Total funding
$761M
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 $9 trillion in assets. Its open platform integrates with 700 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, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
How many Data & Analytics jobs are open in pune, India right now?
There are currently 1,977 open data & analytics positions in pune, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in pune, India?
Companies currently hiring include Accenture, Barclays Corporate Banking, Genpact, YASH Technologies, Mastercard, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in pune, India?
Yes — 473 of the 1977 open data & analytics positions offer remote or hybrid work (49 remote, 424 hybrid).
How do I apply for Data & Analytics jobs in pune, India?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.