Data Analyst - Portfolio Data

📋 Description

• • As a Data Analyst - Portfolio Data at Addepar, you will play a critical role in integrating client portfolio data into the company’s leading portfolio management platform, enabling investment professionals to transform complex financial data into actionable insights. Your work directly supports Addepar’s mission to empower over 1,400 firms managing nearly $9 trillion in assets across nearly 60 countries.
• • Day to day, you will analyse and onboard portfolio data from diverse sources using SQL and Jupyter Notebooks, collaborate with engineering and product teams to deliver reliable data solutions, partner with third-party data providers to expand data coverage, develop data aggregations and workflows tailored to client needs, and contribute to improving data operations and platform efficiency through process optimization and innovation.
• • You will join Addepar’s Portfolio Data Feeds Team within a global, innovative data and AI platform headquartered in multiple international hubs including Edinburgh, where you’ll work alongside cross-functional teams in product, engineering, and client services to build best-in-class data solutions for wealth management and institutional investment clients.
• • In this role, you will deepen your expertise in financial data integration, gain hands-on experience with enterprise-scale data platforms, strengthen your technical and collaborative skills in a fast-paced tech environment, and contribute to cutting-edge financial concordance solutions that position Addepar as a leader in alternative and traditional asset data integration.