Investment Associate

Company: Tbwa Chiat/Day Inc
Location: New York
Posted on: April 9, 2025

Job Description:

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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $7 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, Edinburgh and Pune.The RoleWe are currently looking for an Investment Associate to join our new and growing Investment Advisory Solutions (IAS) team! The IAS team provides non-discretionary investment advice to family offices, institutional investors, and investment advisors. Through use of Addepar's proprietary data and technology, we are building diagnostics that pinpoint areas of improvement for portfolios, as well as investment strategies that have the potential to increase returns. In this role, you will participate in all activities of the business, including creation of new diagnostics and investment strategies, in addition to preparing for and participating in client meetings.What You'll Do

• Help develop new diagnostics and investment strategies by analyzing proprietary datasets using Python.
• Build internal tools to efficiently run diagnostics and analyses at scale across the client base.
• Prepare materials for and actively participate in prospect and client meetings.
• Collaborate cross-functionally with other teams at Addepar, including Product, Research, Engineering, Legal, and Marketing.Who You Are
  • At least 3 years of experience in an investment or financial industry role, such as investment banking, portfolio strategy, investment research, or risk management.
  • A strong understanding of most asset classes and markets, including alternative asset classes (e.g. private equity and venture capital).
  • Strong Python programming skills and a solid foundation in statistics.
  • Outstanding communication skills, with the proven track record of articulating complex topics clearly to a variety of audiences.
  • Previous experience with Databricks is a plus.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.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.
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Keywords: Tbwa Chiat/Day Inc, Scranton , Investment Associate, Other , New York, Pennsylvania