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Portfolio Data Analyst
Posted on 8/2/2021
Experience Level
Desired Skills
Data Analysis
  • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders
  • Ability to communicate domain knowledge and problems and knowledge well both in person and in writing for internal development and sales teams as well for clients and 3rd party data partners
  • Partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, data modeling and the ability to write and review technical requirements documents
  • Passion for the finance and technology space and solving previously intractable problems at the heart of investment management
  • Experience working with financial data and concepts that are relevant to Addepars clients and products strongly preferred
  • Analyze and onboard portfolio data content from a variety of sources into Addepars data integration ecosystem
  • Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepars data network
  • Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform
  • Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs
  • Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams
  • Analyze and develop solutions to improve data operations and content pipeline efficiency
  • Understand Addepars products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
  • Contribute to the evolution of Addepars financial concordance solutions to better serve our clients and cement Addepars role as the premier integrator of market traded and alternative asset investments

201-500 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
  • Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
  • Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
  • Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
  • Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
  • Learning & Development Allowance: Your continued growth and development are important to us
  • Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company Core 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.