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Addepar

Cloud-based wealth management data platform

Lead Technical Data Analyst

Data EngineeringConfirmed live in the last 24 hours
Full-timeEdinburgh, UKNo salary listed

About the Job

Requirements

  • At least 2 years of related experience and a Bachelor’s degree or Master’s degree.
  • Strong understanding of portfolio, wealth, or investment management and financial data structures.
  • Proficiency in Python and knowledge of ETL workflows and data transformation logic.
  • Ability to conduct technical presentations and communicate complex ideas clearly.
  • Strong organization and attention to detail, with ability to coordinate activities and deliver results that may affect schedules and costs.
  • A solutions-driven mindset, desire to improve processes, and commitment to personal growth in people management.
  • Must have and maintain the right to work in the United Kingdom from the first day of employment.

Responsibilities

  • Provide functional leadership and daily operational guidance to the team within the technical data function.
  • Contribute hands-on to projects through data migration and data transformation using Python-based ETL tools.
  • Manage the team’s work allocation and coordinate activities to ensure results are driven by the team in collaboration with others.
  • Guide the team in issue resolution and escalate blockers proactively, maintaining alignment with stakeholders.
  • Support career development by providing continuous feedback on technical and project execution.
  • Identify and drive opportunities to improve tools, workflows, and automation for greater efficiency.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

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