The Role\n\nWe are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team!\n\nAddepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.\n\nAs a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.\n\nAddepar 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.\n\nThe current range for this role is $64,000 - $100,000 + bonus + equity + benefits.\n\nYour 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.\nWhat You’ll Do\n\n\n* Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar’s data integration ecosystem.\n\n* Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.\n\n* Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.\n\n* Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.\n\n* Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.\n\n* Contribute to the evolution of Addepar’s financial solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.\n\n\n\nWho You Are \n\n\n* 1+ years of data product management experience with relevant finance domain-specific experience.\n\n* Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.\n\n* Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.\n\n* Experience working with financial data and concepts relevant to Addepar’s clients and products.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Finance and Sales jobs that are similar:\n\n $60,000 — $120,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nSalt Lake City, Utah, United States

\nFor more than 20 years, PointClickCare has been the backbone of senior care. We’ve amassed the richest senior care dataset making our market density untouchable and our connections to the healthcare ecosystem exponentially more powerful than those of any other platform. \n\n\nWith Collective Medical & Audacious Inquiry, we’ve become the most expansive, full-continuum care collaboration network, offering care teams immediate, point-of-care access to deep, real-time insights at every stage of a patient’s journey.\n\n\nFor more information on PointClickCare, please connect with us on Glassdoor and LinkedIn.\n\n\nPosition Summary:\n \nYour focus is on providing an exceptional customer experience while handling technical queries and complaints for our cloud-based healthcare solutions. We are looking for someone who can prioritize daily tasks to resolve customer problems, independently or with others, in a timely manner using various communication channels. To do well in this role you need to be able to remain calm while trouble-shooting simple to moderately complex system issues with customers. As well, a strong understanding of administrative tasks and workflows for long term care and medical facilities is key to your success.\n\n\n\nResponsibilities:\n* Provide world class customer support demonstrating focus and empathy to clients who have problems administering, configuring, and using the application\n* Develop an in-depth understanding of our cloud-based software to support processes and patient care in long term care facilities\n* Facilitate the resolution of simple to moderately complex technical issues by way of log analysis, research, or problem recreation\n* Work cross-functionally within the team, to deliver quality, satisfaction, and resolutions to customers\n* Effectively use and search the knowledge base, occasionally contributing new or updated content \n* Meet or exceed established service delivery guidelines and key performance indicators\n* Thoroughly document problems via phone, email, chat, and web portal to accurately record the issue, investigative steps, and resolution using our help desk ticketing system\n* Be available to work rotating shifts between 8am to 8pm EST on weekdays with occasional scheduled overtime for weekends, holidays, and on-call as necessary when determined by business need \n\n\n\nWhat does it take:\n* Understand the business processes and practices within a long-term care or medical facility\n* Strong, demonstrable problem-solving skills\n* Excellent communication skills, written and oral\n* Energized and motivated by a fast paced, dynamic, high demand working environment\n* Demonstrated ability to multi-task, prioritize, and manage customer expectations\n* A quick learner with acumen for software and technology \n* A patient and active listener who is detail-oriented\n* High level of customer focus and empathy\n* Familiarity with PointClickCare software is an asset\n\n\n\nRequired Experience: \n* 1-2 years practical experience supporting and trouble-shooting web-based software applications\n* Experience using diagnostic tools to help resolve customer issues\n* Experience in Care Delivery, Care Coordination, Business Intelligence, or Financial Performance for either Skilled Nursing, Senior Living, Home Health, or Acute Care facilities\n* Bachelors Degree or post-secondary schooling is preferred\n\n\n\n\n$55,000 - $63,000 a yearAt PointClickCare, base salary is one of the many components that make up our total rewards package. The US base salary range for this position is $55,000 - $63,000 + bonus or commission + equity + benefits. Our salary ranges are determined by job and level. The range displayed on each job posting reflects the target for new hire salaries for the position across all US locations. Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location. Your recruiter can share more information about our total rewards package during the hiring process.\n\nIt is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations.\n\n\nWhen you apply for a position, your information is processed and stored with Lever, in accordance with Lever’s Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it.  If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare’s human resources team: [email protected] \n\n\nPointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Senior and Senior jobs that are similar:\n\n $50,000 — $80,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nRemote or Mississauga

\nAbout the Role:\n\nResponsible for underwriting loans in a timely manner resulting in an acceptable level of credit risk and an appropriate risk return relationship. Facilitate the booking of new loans, ensuring that customers understand our requirements and their responsibilities; manage the entire underwriting process through closing and affect a “smooth” transition to the Account Executive.\n\nWhat You Will Do:\n\n\n* Underwrite the entire spectrum of lending products, regardless of size or complexity, in a timely and efficient manner.\n\n* Understand credit policies and minimum underwriting standards.\n\n* Work closely with the various Business Development Officers to provide a “consultative/value-added” credit perspective, both prior to proposal issuance and always thereafter.\n\n* Review and analyze new deal packages for content and completeness and conduct initial “interview” with prospect.\n\n* Order and review due diligence and documentation.\n\n* Review and analyze financial statement spreads and understand flows of cash.\n\n* Review field examinations and understand collateral and financial trends indicated therein.\n\n* Visit prospect location and meet management of the business prior to closing, for transactions over a predetermined amount.\n\n* Gain thorough understanding of the Prospect’s business and the company’s asset conversion cycle.\n\n* Review reporting requirements and processing with client.\n\n* Analyze debtor information in conjunction with Debtor Credit Manager.\n\n* Prepare the credit narrative for appropriate approval.\n\n* Conduct and document the pre-funding confirmation process and oversee the efforts of the Client Analyst assigned to the transaction.\n\n* Oversee closing documentation process and be able to effectively negotiate documents with prospect.\n\n* Mentor and train analysts, field examiners, and less experienced business development representatives.\n\n* Perform other ad-hoc functions, projects, etc. for other areas of the bank as required.\n\n* Other duties as assigned.\n\n\n\n\nWhat You Will Need:\n\n\n* Typically, 8+ years’ experience with bachelor’s or equivalent.\n\n* Minimum 5-7 years of secured lending experience, with demonstrated strong credit management skills.\n\n* Thorough knowledge of secured lending with skill set to underwrite large or small transactions for both factoring as well as Asset Based deals.\n\n* In addition to lending experience indicated above, an Asset-Based field examination background is preferred.\n\n* Bachelor’s degree or equivalent experience from which comparable knowledge and job skills can be obtained.\n\n* Customer Service\n\n* Collaboration\n\n* Business Acumen\n\n* Communication\n\n* Negotiation\n\n\n\n\nSalary range: $99,501.91 – $183,764.31\nThe salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.\nThis role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.\nThe responsibilities listed above are not all inclusive and may be changed at any time.\n\n#LI-Remote \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Non Tech and Non Tech jobs that are similar:\n\n $30,000 — $50,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n