Product Operations Analyst (Addepar experience required) (Austin)

About the OpportunityThis role will be onsite 5 days per week (zip code 78746)A growing financial services organization is seeking a highly analytical, detail-oriented, and client-facing Product Operations Analyst to play a critical role in managing investment reporting infrastructure, operational workflows, and platform data integrity.This individual will serve as the primary owner of the firm's Addepar platform and must bring direct, hands-on Addepar experience. The role is central to ensuring the accuracy, scalability, and consistency of performance reporting, investment data, and billing operations across a sophisticated investment ecosystem.Beyond technical and analytical strength, this position requires someone who is polished, collaborative, and comfortable interacting directly with advisors, internal stakeholders, external vendors, and clients. The ideal candidate combines strong systems thinking with exceptional communication skills and a service-oriented mindset.This is a high-ownership role for someone who can balance data precision, operational excellence, and relationship management.Key ResponsibilitiesAddepar Platform Ownership (Primary Focus)Serve as the primary owner and administrator of the Addepar platformManage platform configuration, ongoing maintenance, and data integrityOversee investment performance reporting across public and alternative investmentsDesign and maintain account structures, reporting hierarchies, benchmarks, and custom outputsManage custodial feeds, transaction activity, and investment-level dataValidate reporting accuracy and proactively resolve discrepanciesTroubleshoot data inconsistencies across custodians, managers, and internal systemsEstablish controls and best practices for platform governance and reporting consistencySupport internal teams and external stakeholders with reporting needs and platform expertiseBilling & Revenue Operations SupportSupport billing system setup, configuration, and operational executionEnsure accurate integration between Addepar data and billing calculationsValidate fee structures, billing inputs, and outputsIdentify and resolve discrepancies impacting billing or revenue recognitionAssist with platform migrations, implementations, or enhancementsAlternative Investments ReportingEnsure accurate representation of private and alternative investment structures within AddeparManage commitments, capital calls, distributions, and valuation workflowsSupport client and advisor reporting for complex investment portfoliosCross-Platform Workflow ManagementDevelop strong working knowledge of CRM, custodial, reporting, and billing systemsEnsure seamless data consistency across interconnected platformsSupport workflows that impact reporting, billing, and operational readinessIdentify inefficiencies, investigate root causes, and implement solutionsCollaborate effectively across teams and external vendorsProcess Improvement & Platform EvolutionIdentify opportunities to improve workflow efficiency, scalability, and automationContribute to broader data architecture and operational improvement initiativesHelp strengthen platform infrastructure as the organization growsRequired Qualifications Must-Have ExperienceDirect, hands-on Addepar experience is absolutely required (minimum 6-9 months)2–6+ years of experience in investment operations, performance reporting, product operations, or platform/data management within wealth management, family office, RIAs, or asset managementStrong understanding of:Investment performance reportingPublic market investmentsAlternative investments/private fundsInvestment operations workflowsProven experience managing large, complex financial datasetsAdvanced Excel proficiencyStrong analytical, troubleshooting, and problem-solving skillsExperience owning data quality, platform integrity, and reporting outcomesAbility to manage multiple interconnected systems and workflowsPreferred QualificationsBilling or revenue operations experienceCRM platform experience (Salesforce or similar)Exposure to SQL, Python, automation tools, or BI platformsIdeal Candidate ProfileHighly analytical with exceptional attention to detailStrong communicator with polished interpersonal skillsComfortable in client-facing and advisor-facing environmentsRelationship-oriented and service-mindedAble to translate technical platform knowledge into user-friendly communicationProactive, resourceful, and solutions-orientedStrong ownership mentality with accountability for outcomesSystems thinker who understands complex operational ecosystemsThrives in fast-paced, high-expectation environmentsWhat Success Looks LikeOwns and optimizes Addepar as a mission-critical platformEnsures flawless investment reporting and billing data integrityBuilds trust with internal stakeholders, advisors, and clientsResolves issues proactively with minimal oversightEnhances operational workflows and scalabilityBalances analytical rigor with strong interpersonal engagementWhy This Role This position offers a unique opportunity to become a key operational and platform leader within a sophisticated financial services environment. The role is ideal for someone who wants to combine technical platform ownership, deep analytical work, and client-facing collaboration while helping shape the future scalability of a growing organization.#TECHIND