Portfolio Data Analyst
@ Addepar

City of Edinburgh, Scotland, United Kingdom
$120,000
On Site
Full Time
Posted 24 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXXX***** @addepar.com
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Job Details

Who We Are

Addepar is a global technology and data company that empowers investment professionals with informed, precise guidance for their clients. With a presence in over 50 countries and trusted by hundreds of thousands of users, Addepar aggregates portfolio, market, and client data for over $8 trillion in assets.

Our open platform integrates with more than 100 software, data, and services partners, delivering comprehensive solutions for a wide range of firms and use cases. We embrace a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

The Role

The Portfolio Data Analyst will join our Portfolio Data Feeds Team to integrate client portfolio data into Addepar’s leading portfolio management products. You will collaborate with data providers, internal partners, and engineering teams to expand our capabilities and meet client needs. Your work will include:

  • Analyzing and onboarding portfolio data content using SQL and Jupyter Notebooks.
  • Partnering with engineering, product management, and data operations for reliable data solutions.
  • Working with 3rd party data providers to integrate their data.
  • Developing data aggregations and workflow solutions based on client needs.
  • Driving initiatives to improve data operations and content pipeline efficiency.

What You’ll Do

In this role, you will:

  • Model and integrate client portfolio data into our ecosystem.
  • Develop enhancements by collaborating with cross-functional teams.
  • Support data integration from multiple sources.
  • Innovate and drive improvements in data management.
  • Contribute to evolving financial data concordance solutions.

Who You Are

You have experience with financial data and concepts relevant to wealth and portfolio management. You are proficient in tools such as Excel, SQL, Python, pyspark, or Databricks. Strong communication skills and a passion for solving complex investment management problems are essential.

Our Values

At Addepar, our values include ownership, collaboration, client focus, innovation, and continuous learning. We are committed to diversity and inclusion and ensuring a supportive environment for all employees. Reasonable accommodations are provided for individuals with disabilities. Please note our recent phishing scam warning: only follow communications from our formal channels. For inquiries, contact TAinfo@addepar.com.

Key skills/competency

Portfolio Data, SQL, Jupyter, Financial Analysis, Data Integration, Python, Wealth Management, Data Modeling, Communication, Innovation

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How to Get Hired at Addepar

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant portfolio data experience using SQL and Python.
  • Research Addepar: Understand their data solutions and global presence.
  • Prepare for technical interviews: Review financial data analysis and integration cases.
  • Network internally: Leverage LinkedIn to connect with current employees.

📝 Interview Preparation Advice

Technical Preparation

Review SQL query exercises and best practices.
Practice Python coding and data analysis challenges.
Familiarize with Jupyter Notebook workflows.
Study financial data integration techniques.

Behavioral Questions

Describe a challenge in data integration.
How do you prioritize conflicting tasks?
Explain teamwork in a technical project context.
Discuss handling vendor communications effectively.

Frequently Asked Questions