Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
Complete data projects on-time meeting project deadlines while adhering to high quality standards
Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
Run python ETL scripts and at times modify, fix or debug as needed
Raise keys issues to project team members and senior leadership as necessary
Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
Adhere to project management standard processes
Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation.

Who You Are

Minimum 2+ years experience working in technology and finance
Fluent in English
Experience working with colleagues spread across multiple global locations
Proficient in Python programming language and well versed in ETL concepts
Understands financial markets and has experience with financial products and portfolio data
Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
Solution-oriented and passion for problem solving
Highly organized, close attention to detail and driven to make processes more efficient
Positive attitude, good work ethic, proactive and a high contributing teammate
Independent, adaptable and can work with minimum supervision
Proven ability to manage expectations and provide regular updates to the project team

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

Addepar

Technical Data Analyst

About the Job

Requirements

Responsibilities

The Role

What You’ll Do

Who You Are

About the Company

Addepar

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