Sr. Researcher

Who We Are

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 Role

We are seeking a senior researcher to join our Research team! This role within our Investment Advisory Solutions (IAS) organization, which provides insights and non-discretionary investment advice to family offices, institutional investors and investment advisors. Using Addepar's proprietary data and technology, our team generates models and insights that power diagnostics for clients, helping them improve their portfolios. Senior researchers conduct individual research and collaborate with academic partners from leading global institutions.

In this role, you will focus primarily on generating new research insights and models. These models will be instrumental in crafting our research agenda and building practical investment decision-making frameworks. They will be developed through activities including developing new diagnostic tools, crafting investment strategies, and advising clients.

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 $142,000 - $200,000 (base salary) bonus equity benefits.

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

• Perform research to generate insights, identify risks, trends, and opportunities for investment decision-making
• Apply creative thinking and problem-solving skills; independently tackle research problems that have commercial impact
• Develop, backtest, and implement quantitative models and analytical tools by analyzing proprietary datasets
• Partner with clients to co-create advanced analytics and investment tools
• Publish research insight notes and present research at industry conferences
• Partner with academics on research projects that test macro theory with portfolio data

Who You Are

• Minimum 7 years of experience in a quantitative investment role, such as portfolio management, portfolio construction, investment research, or risk management
• Broad knowledge of asset classes, including alternatives (e.g., private equity and venture capital)
• Experience with risk frameworks factor modeling, scenario analysis, back-testing, and simulation
• Demonstrated research and complex model development skills using econometrics using Python, R, Stata, or similar
• Experienced working with large data sets and deploying data science techniques and analytics to solve problems
• Outstanding communication and writing skills, with a strong record of articulating complex topics clearly to a variety of audiences

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.

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 TAinfo@addepar.com.