Portfolio Data Analyst Addepar

About Addepar

Job Description

As a Portfolio Data Analyst at Addepar, you will play a crucial role in integrating client portfolio data into our leading portfolio management products. Your responsibilities will include analyzing and onboarding portfolio data from various sources, partnering with internal teams to deliver high-quality data solutions, and working with 3rd party data providers to support data integration into our platform. You will collaborate with engineering, product management, and data operations to ensure timely and reliable data solutions that meet client needs. Your role will involve developing data aggregations and functionality based on user workflow needs, as well as working on initiatives to improve overall data management and integration. You will also contribute to the evolution of Addepar's financial concordance solutions to better serve clients in wealth management and beyond. To excel in this role, you should have a minimum of 3+ years of experience working with financial data and concepts relevant to Addepar's clients and products, particularly in wealth management and portfolio management. Technical skills in tools like Excel, SQL, Python, pyspark, Databricks, or other financial services systems are preferred. Strong communication and interpersonal skills are essential for working effectively with vendors, clients, and internal partners. This position requires you to work from Addepar's Pune office three days a week as part of a hybrid work model. Addepar values a diverse and inclusive workplace, where individuals from different backgrounds and identities come together to drive innovative solutions. As an equal opportunity employer, Addepar is committed to promoting a welcoming environment where inclusion and belonging are shared responsibilities. If you are passionate about finance and technology, enjoy solving complex problems in investment management, and have experience in data analysis workflows and tools, this role offers you the opportunity to build on your existing expertise in the investment domain.,