Product Operations Analyst (Addepar experience required)

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