
Posted 4 days ago
Sr. Data Projects Analyst
AddeparSr. Data Projects Analyst
Requirements
financial investment or technology industry experience, understanding of capital markets and portfolio accounting, experience leading cross-functional projects, Python, SQL, or Excel proficiency
Skills
PythonSQLExcelJiraSalesforce
About the role
Responsibilities
- Manage and complete complex data conversion projects from third-party systems and custodial data partners
- Partner with Sales and Services organizations to align on project cost estimates, deliverables, and client outcomes
- Develop and improve Python scripts and Jupyter notebooks to interact with APIs
- Collaborate with Product and Engineering teams to implement process improvements and tooling enhancements
- Maintain team resources, procedural documentation, and accurate metrics for internal analytics
Requirements
- Previous experience in the financial investment, advisory, or technology industry
- Strong understanding of capital markets and portfolio accounting
- Proven track record of leading cross-functional projects and multitasking in fast-paced environments
- Proficiency in technical tools such as Python (Pandas, Requests, etc.), SQL, or Microsoft Excel
- Excellent communication and interpersonal skills for engaging with clients and internal partners
Preferred Qualifications
- Experience with Jupyter Notebooks and API interaction
- Familiarity with Atlassian Jira/Confluence and Salesforce
- Knowledge of financial services systems such as Bloomberg or Thomson Reuters
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 · Edinburgh
