Sr. Portfolio Data Analyst

Job Description

Addepar is seeking a Sr. Portfolio Data Analyst to join their Portfolio Data Feeds Team. In this role, the analyst will be responsible for integrating client portfolio data into Addepar’s portfolio management products. They will collaborate with data providers, internal partners, and engineering to enhance Addepar’s capabilities and coverage to meet client needs. The analyst will also work with leaders across the business to develop data solutions and services for investment teams.Role involves:

• Analyzing and onboarding portfolio data from various sources.
• Partnering with engineering, product management, and data operations.
• Working with 3rd party data providers.
• Developing data aggregations and functionality for clients.
• Developing data-oriented workflow solutions and product improvements.
• Analyzing and developing solutions to improve data operations and content pipeline efficiency.
• Understanding Addepar’s products and clients.
• Contributing to the evolution of Addepar’s financial concordance solutions.

Requirements:

• 1-3 years of experience working with financial data and concepts.
• Relevant domain-specific experience in wealth management and portfolio management (Stocks, bonds, securities, etc.).
• Technical skills in Excel, SQL, Python, pyspark, Databricks, or other common financial services systems and applications.
• Strong communication and interpersonal skills.
• Passion for the finance and technology space.

Addepar offers:

• Bonus
• Equity
• Benefits