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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 Technical Data Analyst, you will be responsible for performing data migration, data conversion, and data validation projects for Addepar clients using existing tools and established processes. You will work with financial portfolio data and Python programming to deliver high-quality results aligned with project deadlines.
Key responsibilities include:
- Convert, migrate, and validate data from external or internal sources using existing tooling with defined processes and workflows
- Complete data projects on-time while adhering to high quality standards
- Coordinate across project teams, communicating regular status updates and effectively setting expectations
- Run Python ETL scripts and modify, fix, or debug as needed
- Raise key issues to project team members and senior leadership as necessary
- Prioritize and context-switch effectively to complete simultaneous projects
- Adhere to project management standard processes
- Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation
You will work with colleagues spread across multiple global locations and support clients worldwide. The ideal candidate has a good understanding of financial portfolio data, foundational Python programming skills, exceptional communication abilities, and the capacity to deliver results while meeting high quality standards.
Note: Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Visa sponsorship is not available for this role.
Requirements:
- Minimum 2+ years of experience working in technology and finance
- Fluent in English
- Experience working with colleagues spread across multiple global locations
- Proficient in Python programming language and well versed in ETL concepts
- Understanding of financial markets with experience in financial products and portfolio data
- Excellent written and oral communication skills with ability to convey complex information clearly
- Solution-oriented with passion for problem solving
- Highly organized with close attention to detail and drive to make processes more efficient
- Positive attitude, good work ethic, proactive, and high-contributing teammate
- Independent, adaptable, and able to work with minimum supervision
- Proven ability to manage expectations and provide regular updates to project teams
