Addepar - Sr. Data Projects Analyst
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Requirements
• Previous experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting. • Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects. • Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners. • Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality. • Willing to work flexible hours. • Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications. • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners. • Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. • Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs. • Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency. • Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.
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