Overview
Support clients using Addepar's Alternatives Data Management (ADM) solution post-implementation by answering questions, resolving issues, and providing accurate guidance across ADM functionality.
What you'll do
- Identify, respond to, and resolve issues and questions raised by ADM clients, providing timely and accurate support.
- Work in complex alternative investment data sets to identify and resolve data and calculation discrepancies.
- Evaluate the criticality of client issues and collaborate with other internal ADM teams, including Collections and Operations, to drive resolution.
- Conduct root-cause analysis in partnership with Engineering and Data teams to resolve issues.
- Help clients leverage the ADM platform through functional and conceptual instruction.
- Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line.
- Contribute to improving team processes and documentation as the team scales and delivers on ADM.
- Develop deep expertise in Addepar's ADM solution and the broader alternative investments landscape.
What you'll need
- Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience.
- 1+ years of relevant experience in a client-facing role, ideally within financial services or investment management.
- Strong communication, organisational, and time-management skills.
- Proficiency in maths and comfort working in complex data sets.
- Passion for problem-solving and continuous learning.
- Passion for technology and finance.
Nice to have
- Previous experience in investment management, particularly alternative investments.
- Familiarity with alternative investment data and its operational nuances.
- Experience using or supporting the Addepar platform.
Details
- Location: Pune, India.
- Working schedule: 6:30 PM to 3:30 AM IST, US business days.
- 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.
Read the full description and apply on the company’s own careers page.