Financial Analyst I - AP

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 The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative investment data on the Addepar platform. They ensure clients get the most value out of each interaction by providing accurate, timely guidance across the full scope of ADM functionality. Our ideal candidate is tenacious about tackling problems, can skillfully coordinate with internal teams, and enjoys working directly with clients in the alternative investments space. 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. Important Note: The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days. 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

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 The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative investment data on the Addepar platform. They ensure clients get the most value out of each interaction by providing accurate, timely guidance across the full scope of ADM functionality. Our ideal candidate is tenacious about tackling problems, can skillfully coordinate with internal teams, and enjoys working directly with clients in the alternative investments space. 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 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 (Collections, Operations) to drive resolution. Conduct root-cause an

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.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: We are looking for a Network Security Engineer with deep Zscaler expertise and a well rounded background in cloud and enterprise networking. This role centers on the deployment, administration, and optimization of Zscaler Internet Access (ZIA) and Zscaler Private Access (ZPA), while also supporting broader network security initiatives, including Cisco Meraki infrastructure and AWS cloud networking. The ideal candidate is a hands-on engineer with strong security instincts, a problem solving mindset, and experience managing both on-prem and cloud-based networking environments. WHAT YOU’LL DO: Lead the design, deployment, and optimization of Zscaler ZIA and ZPA across the enterprise. Manage Zscaler policies, including SSL inspection, URL filtering, access control, and zero trust configuration. Serve as the subject matter expert for Zscaler, owning integrations, troubleshooting, and escalations. Configure and support Cisco Meraki networking hardware, including firewalls, switches, and wireless infrastructure. Architect and manage AWS networking, including VPC design, Transit Gateway, NACLs, Security Groups, and routing. Develop and implement network segmentation and secure access strategies using both cloud and on-prem tools. Create and maintain detailed network documentation, runbooks, and security standards. Automate and streamline network ma

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 The Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. 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 Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for ne

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 Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As a Senior Lead of the Alternatives Data Operations, you will lead the operations function that is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. You will manage a team of Alternatives Data Ops analysts who review Private Fund statements, modify data that has been incorrectly extracted by our machine learning models, and reprocess data within SLAs. In this role, you'll own the operational strategy, team performance, and continuous improvement of the Alternatives Data Ops function—a critical component of Addepar's Alternatives offering success. Your responsibilities will include b