Sr. Data Projects Analyst

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.