Portfolio Data Analyst

Responsibilities

• Analyse and onboard portfolio data content from various sources using SQL and Jupyter Notebooks
• Integrate and model data into Addepar’s data integration ecosystem
• 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 data integrations
• Develop data aggregations and functionality based on client and user workflow needs
• Analyze and develop solutions to improve data operations and content pipeline efficiency

Requirements

• At least 2 years of experience working with financial data and relevant financial concepts
• Proficiency with SQL and Jupyter Notebooks for data analysis
• Strong communication and interpersonal skills for working with vendors, clients, and internal partners
• Must have the right to work in the United Kingdom from the first day of employment (visa sponsorship is not available)

Preferred Qualifications

• Experience with data analysis workflows and tools
• Passion for solving complex problems within the investment management and technology space

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.