Portfolio Data Analyst

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar serves clients in more than 50 countries, aggregating portfolio, market and client data for over $8 trillion in assets. The platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai and Geneva.

We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team. Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. You will also work with other partners within the product management team on initiatives to improve data management and integration across Addepar.

• 
  
• Analyze and onboard portfolio data content from a variety of sources using industry-standard analysis tools (such as SQL and Jupyter Notebooks) to determine how to integrate and model 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 clients based on client and 3rd party content and user workflow needs
  
• Develop data-oriented workflow solutions and product improvements in collaboration with UX, 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 role will build on your existing experience in the investment domain
  

• 
  
• Prior experience working with financial data and concepts relevant to Addepar’s clients and products, or a business-related degree
  
• Must have relevant domain-specific experience in wealth management and portfolio management (stocks, bonds, securities, etc.)
  
• Technical skills preferred in any or all of the following: Excel, SQL, Python, PySpark, Databricks or other common financial services systems and applications
  
• Strong communication and interpersonal skills when working with vendors, clients and internal partners
  
• Passion for the finance and technology space and solving problems at the heart of investment management
  
• Experience in data analysis workflows and tools
  

Our Values

• 
  
• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
  
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
  

Addepar is an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are shared responsibilities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar will not ask you to purchase equipment or supplies as part of onboarding, and no job offers will be made without a formal interview process. If you have questions, please email .

Are you authorized to work in the United Kingdom without visa sponsorship? * Select...

Are you 18 years of age or older? * Select...

Job applicant privacy notice and rights information may be provided as part of the application process in accordance with applicable law.