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Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
As a Data Projects Analyst, you will be part of the Data Client Projects team, which is responsible for converting and onboarding existing client portfolio data onto the Addepar platform. During the lifecycle of a project, you will coordinate data transmission and extraction, transform and import data, and assist with data validation. Accurate and timely completion of these projects is crucial in enabling clients to take full advantage of Addepar's reporting and analysis capabilities.
Key responsibilities include:
- Managing and completing data conversion projects of varying complexity from third-party systems and files sourced from custodial data partners
- Partnering with Sales and Services teams to drive alignment on project cost estimates and deliverables, and ensuring positive client outcomes
- Developing new and improving existing Python scripts and Jupyter notebooks to interact with APIs
- Collaborating with Product and Engineering teams to identify and implement process improvements and tooling enhancements that increase operational efficiency
- Maintaining team resources and procedural documentation, and ensuring metrics are accurately recorded for internal analytics
You will work in a fast-paced environment, multitasking and prioritizing effectively while leading cross-functional projects. Strong communication and interpersonal skills are essential for engaging with clients, data providers, and internal partners.
Requirements:
- 3+ years of work experience in the financial investment, advisory, or technology industry with strong understanding of capital markets and portfolio accounting
- Proven track record of multitasking and prioritizing effectively in a fast-paced environment, with experience leading cross-functional projects
- Outstanding communication and interpersonal skills for engaging with clients, data providers, and internal partners
- Effective problem-solving abilities, self-motivation to take on responsibility, and strong team-player mentality
- Willingness to work flexible hours
- Must have and maintain the right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
- Technical skills preferred in any or all of: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications
