Portfolio Data Analyst - Portfolio Data Feeds

Addepar is a global data and AI platform that empowers investment professionals by unifying portfolio, market, and client data into a total portfolio view. It delivers AI-powered insights within investment and client workflows and supports over 1,400 firms in nearly 60 countries managing nearly $9 trillion in assets. The company integrates with nearly 650 software, data, and consulting partners and has offices worldwide including New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

• Experience working with financial data and concepts relevant to Addepar’s clients and products is ideal.
• Strong communication and interpersonal skills for working with vendors, clients, and internal partners.
• Passion for finance and technology and solving complex problems in investment management.
• Interest or experience in data analysis workflows and tools.

• Analyse and onboard portfolio data content from various sources using industry standard analysis tools such as SQL and Jupyter Notebooks.
• Determine how to integrate and model data into Addepar’s data integration ecosystem.
• Partner with engineering, product management, and data operations to deliver high quality, timely, and reliable data solutions.
• Work with third-party data providers to develop and support data integration into the platform.
• Develop and support data aggregations and functionality based on client and third-party content and user workflow needs.
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and project management teams.
• Analyze and develop solutions to improve data operations and content pipeline efficiency.
• Understand Addepar’s products and clients and work with business counterparts to drive new opportunities.
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve clients.

Addepar is an equal opportunity employer committed to diversity and inclusion. Reasonable accommodations are provided for individuals with disabilities during the application and interview process. A phishing scam warning is included advising candidates that no job offers will be made without a formal interview process and no purchase of equipment or supplies is required as part of onboarding.