Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. As a Portfolio Data Analyst, you will be responsible for integrating client portfolio data into Addepar's leading portfolio management products.
Requirements
- Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks)
- Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar's data network
- 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
- 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
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Health Insurance
- Dental Insurance
- Vision Insurance
- Flexible Work Schedule
- Professional Development Opportunities
