Portfolio Data Analyst

Responsibilities

• Analyze and onboard portfolio data from various sources to determine integration and modeling strategies within Addepar’s 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 the integration of their data into the platform
• Develop data aggregations and functionality based on client needs and user workflows
• Create data-oriented workflow solutions and product improvements in collaboration with UX and design teams
• Analyze and develop solutions to improve data operations and content pipeline efficiency

Requirements

• Experience working with financial data and relevant financial concepts
• Proficiency with SQL for data analysis
• Experience using Jupyter Notebooks for data workflows
• Strong communication and interpersonal skills for working with vendors, clients, and internal partners
• A passion for the intersection of finance and technology

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.