Addepar - Data Analyst - Portfolio Data
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Requirements
• At least 2 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products. • Strong communication and interpersonal skills working with vendors, clients and internal partners. • Passion for the finance and technology space and solving previously intractable problems at the heart of investment management. • An interest or experience in data analysis workflows and tools • 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
• Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem. • Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network. • Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform. • Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs. • Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams. • Analyze and develop solutions to improve data operations and content pipeline efficiency. • Understand Addepar’s products and clients. • Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business. • Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments. • This is a role that will allow the successful candidate to build on their existing experience in the investment domain
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