3 months ago

Data Projects Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Support clients by converting and onboarding portfolio data onto Addepar, coordinating data transmission and validation, and driving efficiency through Python automation and API interactions. Work cross-functionally with Sales, Services, Product, and Engineering to ensure accurate data imports, timely delivery, and measurable project outcomes in a fast-paced financial data environment.

Location: Poland

Workplace: Onsite

Employment Type: Full time

Job Function: Communications, PR & Community

Key Responsibilities

•Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from custodial data partners.
•Partner with Sales and Services teams to align on project cost estimates, deliverables, and ensure positive client outcomes.
•Develop new or improve existing Python scripts and Jupyter notebooks to interact with APIs.
•Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency.
•Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.

Key Requirements

•Must have prior work experience in the financial investment/advisory/technology industry with a strong understanding of capital markets and portfolio accounting.
•Proven ability to multitask and prioritize 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.
•Demonstrates strong problem-solving abilities, self-motivation, and a collaborative, team-oriented mindset.
•Willing to work flexible hours; technical skills in Excel, Google Suite, Jira/Confluence, SQL, Salesforce, Python, Bloomberg, Thomson Reuters or related financial services systems.

Experience:FinanceCapital marketsInvestment managementFinancial services

Skills:CommunicationTeamworkProblem-solvingMultitaskingClient engagement

Languages:English

Tech Stack:PythonSQLPandasJiraConfluenceExcelBloombergThomson ReutersAPIs

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

3 months ago

Data Projects Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Poland

Workplace: Onsite

Employment Type: Full time

Job Function: Communications, PR & Community

Key Responsibilities

•Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from custodial data partners.
•Partner with Sales and Services teams to align on project cost estimates, deliverables, and ensure positive client outcomes.
•Develop new or improve existing Python scripts and Jupyter notebooks to interact with APIs.
•Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency.
•Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.

Key Requirements

•Must have prior work experience in the financial investment/advisory/technology industry with a strong understanding of capital markets and portfolio accounting.
•Proven ability to multitask and prioritize 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.
•Demonstrates strong problem-solving abilities, self-motivation, and a collaborative, team-oriented mindset.
•Willing to work flexible hours; technical skills in Excel, Google Suite, Jira/Confluence, SQL, Salesforce, Python, Bloomberg, Thomson Reuters or related financial services systems.

Experience:FinanceCapital marketsInvestment managementFinancial services

Skills:CommunicationTeamworkProblem-solvingMultitaskingClient engagement

Languages:English

Tech Stack:PythonSQLPandasJiraConfluenceExcelBloombergThomson ReutersAPIs

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn