Associate Portfolio Data Analyst

Responsibilities

• Analyze and onboard portfolio data from various sources using SQL and Jupyter Notebooks to determine integration and modeling strategies.
• Partner with engineering, product management, and data operations to deliver high-quality, reliable data solutions.
• Work with third-party data providers to develop and support the integration of their data into the Addepar platform.
• Develop data aggregations and functionality based on client needs and user workflows.
• Collaborate with UX, design, and project management teams to develop data-oriented workflow solutions and product improvements.
• Analyze and develop solutions to improve data operations and content pipeline efficiency.

Requirements

• 1+ years of experience working with financial data and concepts relevant to wealth or portfolio management (e.g., stocks, bonds, securities).
• Proficiency in SQL and Python.
• Experience with Excel and Jupyter Notebooks.
• Strong communication and interpersonal skills for working with vendors, clients, and internal partners.
• A passion for the intersection of finance and technology.

Preferred Qualifications

• Experience with PySpark, Databricks, or other common financial services systems and applications.
• A degree in a business-related field.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights, supporting over 1,400 firms managing nearly $9 trillion in assets worldwide.