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Product Operations Analyst (Addepar experience required)

The HT Group Austin, TX

Austin, TX

Today

$100k - $120k/yr Full time Addepar Analytical Skills Analytics

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Job Description

The HT Group is hiring a Product Operations Analyst for an on-site role in Austin, TX. This position centers on owning the Addepar platform, safeguarding data integrity, and coordinating reporting, billing, and operational workflows within a wealth management setting. The role offers a competitive salary of USD 100,000 - 120,000 per year and the chance to shape platform governance, data quality, and scalable processes. Candidates should have a minimum of two years of relevant experience and be prepared to collaborate with internal teams and external vendors.

Responsibilities

Act as the principal owner and administrator of the Addepar platform, guiding configuration and ongoing maintenance
Oversee platform configuration, maintenance, and data integrity
Lead investment performance reporting for both public and alternative investments
Design and maintain account structures, reporting hierarchies, benchmarks, and custom outputs
Manage custodial data feeds, transaction activity, and investment‑level data
Validate reporting accuracy and resolve discrepancies proactively
Troubleshoot data inconsistencies across custodians, managers, and internal systems
Establish governance controls and best practices to ensure reporting consistency
Support internal teams and external stakeholders with reporting needs and platform expertise
Assist with billing system setup, configuration, and operation
Ensure Addepar data integrates correctly with billing calculations
Validate fee structures, billing inputs, and outputs
Identify and resolve discrepancies impacting billing or revenue recognition
Assist with platform migrations, implementations, or enhancements
Ensure accurate representation of private and alternative investment structures within Addepar
Manage commitments, capital calls, distributions, and valuation workflows
Support client and advisor reporting for complex portfolios
Develop strong working knowledge of CRM, custodial, reporting, and billing systems
Ensure seamless data consistency across interconnected platforms
Support workflows that impact reporting, billing, and operational readiness
Identify inefficiencies, investigate root causes, and implement improvements
Collaborate effectively across teams and with external vendors
Identify opportunities to enhance workflow efficiency, scalability, and automation
Contribute to broader data architecture and operational improvement initiatives
Help strengthen platform infrastructure as the organization grows

Requirements

Direct hands-on Addepar experience is required, minimum 6 to 9 months
2 to 6 plus years in investment operations, performance reporting, product operations, or platform/data management within wealth management, family office, RIAs, or asset management
Experience creating investment performance reports
Experience with public market investments
Experience with alternative investments or private funds
Experience managing investment operations workflows
Proven ability to manage large, complex financial datasets
Advanced Excel skills
Strong analytical, troubleshooting, and problem-solving abilities
Experience owning data quality, platform integrity, and reporting outcomes
Ability to manage multiple interconnected systems and workflows

Technologies

Addepar
Salesforce
SQL
Python
Excel

What success looks like

Owns and optimizes Addepar as a mission‑critical platform
Ensures flawless investment reporting and billing data integrity
Builds trust with internal stakeholders, advisors, and clients
Resolves issues proactively with minimal oversight
Enhances operational workflows and scalability
Balances analytical rigor with strong interpersonal engagement

Ideal candidate profile

Highly analytical with meticulous attention to detail
Strong communicator with polished interpersonal skills
Comfortable in client-facing and advisor-facing environments
Relationship-oriented and service-minded
Able to translate technical platform knowledge into user-friendly communication
Proactive, resourceful, and solutions-oriented
Strong ownership mentality with accountability for outcomes
Systems thinker who understands complex operational ecosystems
Thrives in fast-paced, high-expectation environments

Preferred qualifications

Billing or revenue operations experience
CRM platform experience (Salesforce or similar)
Exposure to SQL, Python, automation tools, or BI platforms

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