Job Overview
Location
Pune, India
Job Type
Full-time
Category
Data & Analytics
Date Posted
May 6, 2026
Full Job Description
đź“‹ Description
- • As an Associate Portfolio Data Analyst at Addepar, you will play a critical role in integrating client portfolio data into Addepar’s leading portfolio management platform, enabling investment professionals to turn complex financial data into actionable intelligence for over $9 trillion in assets under management globally.
- • Day to day, you will analyze and onboard portfolio data from diverse sources using SQL and Jupyter Notebooks, partner with engineering and product teams to deliver reliable data solutions, collaborate with third-party data providers to expand platform coverage, and develop data workflows that improve client-facing functionality and internal data operations.
- • You will join the Portfolio Data Feeds Team within Addepar’s global data and AI platform, which serves more than 1,400 firms across nearly 60 countries, with offices in Pune, New York, London, Dubai, and other major financial hubs, fostering a collaborative, innovation-driven culture rooted in client success and technical excellence.
- • In this role, you will deepen your expertise in financial data integration, gain hands-on experience with modern data tools (SQL, Python, PySpark, Databricks), contribute to product innovation in wealth management technology, and grow your impact by shaping how alternative and traditional asset data is modeled and delivered to clients worldwide.
🎯 Requirements
- • 1+ years of experience working with financial data and concepts relevant to wealth and portfolio management (stocks, bonds, securities), or a business-related degree
- • Technical proficiency in Excel, SQL, Python, PySpark, Databricks, or similar financial services systems
- • Strong communication and interpersonal skills for effective collaboration with vendors, clients, and internal partners
- • Passion for finance and technology, with a drive to solve complex problems in investment management
🏖️ Benefits
- • Opportunity to work on a global platform managing nearly $9 trillion in assets across 60+ countries
- • Collaborative, values-driven culture emphasizing ownership, innovation, client championing, and continuous learning
- • Exposure to cutting-edge data and AI technologies in fintech, with integration across 650+ software and data partners
- • Professional growth in a high-impact role at a leader in wealth management technology, with clear pathways to build domain and technical expertise
Skills & Technologies
About Addepar Inc.
Addepar provides cloud-based portfolio data aggregation, analytics and reporting technology for wealth managers, family offices, private banks and large financial institutions. The platform ingests holdings from custodians, market data feeds and alternative asset administrators, normalizes the information, and delivers real-time performance, risk and exposure insights through dashboards and customizable reports. Addepar supports complex multi-asset, multi-currency portfolios and offers APIs for integration with downstream systems, enabling advisors to deliver transparent, data-driven advice to high-net-worth clients.
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