Data Projects Analyst

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. It 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. The company supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

• Prior work experience in financial investment, advisory, or technology industry with strong understanding of capital markets and portfolio accounting
• Proven track record of multitasking and prioritising effectively in a fast-paced environment and experience leading cross-functional projects
• Outstanding communication and interpersonal skills for engaging with clients, data providers, and internal partners
• Effective problem solving abilities, self-motivation, and strong team-player mentality
• Willingness to work flexible hours
• Preferred technical skills in Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests), Bloomberg, Thomson Reuters, or other common financial services systems and applications

• Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from custodial data partners
• Partner with Sales and Services organisations to align on project cost estimates and deliverables and ensure positive client outcomes
• Develop new and improve existing Python scripts and Jupyter notebooks to interact with APIs
• Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency
• Maintain team resources and procedural documentation and ensure metrics are accurately recorded for internal analytics

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

PHISHING SCAM WARNING: Addepar warns about phishing scams involving imposters posing as hiring managers. No job offers will be made without a formal interview process. Addepar will not ask candidates to purchase equipment or supplies as part of onboarding.