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 and São Paulo.
We are currently seeking a Senior Data Product Manager to join our Reference Data team!
Reference Data is part of the Data Enablement team at Addepar. Our mission is to build a scalable, efficient, and high quality data platform that integrates, connects, productionizes, and distributes third-party data content across Addepar and to our clients and partners.
Our goal is to connect data to consumers, creating more value for our downstream clients and services, enabling data to be a language on how the Addepar ecosystem collaborates.
Data Enablement's mission is to be the platform product management function that gives Addepar's engineering and solution teams the foundational tools, APIs, and services they need to move faster — with a focus on growth, employee experience, and reducing operational risk.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
- Define and own the product roadmap for Market Data Feeds — balancing feed quality, coverage, and commercial ROI — and set measurable success criteria that hold delivery teams accountable.
- Own feed builds end-to-end: from vendor sourcing and data modeling through to production delivery, driving outcomes that directly support client goals.
- Develop solutions to strengthen market data operations and deepen the integration of Market and Reference Data across Addepar's products and services.
- Identify and close gaps in market data coverage, partnering with clients, sales, and data operations to surface high-impact sourcing opportunities.
- Maintain working knowledge of vendor licensing terms and entitlement workflows, ensuring sourcing and onboarding decisions are made with clear visibility into contractual constraints and cost implications.
- Partner with the licensing and finance functions to evaluate new data sourcing decisions against profitability, and provide product-level oversight on key licensing transitions (e.g., direct licensing migrations).
- Contribute to the evolution of Addepar's Security Master, directly linking Market Data inputs into expanding the richness of information delivered to client and internal product teams.
- Work closely with GTM, Sales, and Support to communicate Market Data changes proactively and serve as a product-informed partner on dataset capabilities, feed status, and onboarding timelines.
- Understand Addepar's products and clients deeply, using those insights to drive new opportunities that improve client experience.
- Extensive relevant work experience and education that demonstrate proficiency in product management and user workflows
- Deep understanding and familiarity with Market Data vendors (Bloomberg, LSEG, S&P, Morningstar, etc) and how to best source and implement their content
- Domain expertise regarding market data processing and entitlement workflows, security mastering, and financial products as well as strong knowledge of the financial data ecosystem.
- Experience with building and launching commercial data products within financial services. Understanding of data governance practices.
- Ability to work cross functionally, particularly with engineering, operations, and GTM.
- Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
- Ability to identify the appropriate tools and techniques to accomplish objectives
- Knowledge of SQL and ability to query data to find answers to product questions. Experience with Python and Databricks is a plus.
- Experience and ability using AI tools to drive outcomes as a PM.
- Ability to set your team up for success through leadership, sense of urgency, accountability, and initiative
- Ability to partner with a variety of stakeholders (from highly technical to non-technical business colleagues) and work in a cross-functional setting
- A confident and positive attitude with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity
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 [email protected].
