
Posted 4 days ago
Associate Portfolio Data Analyst
AddeparAssociate Portfolio Data Analyst
Requirements
1+ years financial data experience, Wealth or portfolio management domain knowledge, SQL, Python, Excel, Jupyter Notebooks
Skills
SQLPythonExcelPySparkDatabricks
About the role
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.
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Addepar · Pune
