Addepar

3 months ago

Portfolio Data Analyst - Portfolio Data Feeds

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Analyze and onboard portfolio data from diverse sources using SQL and notebooks to integrate and model data for Addepar’s portfolio data platform. Collaborate with engineering, product, and data operations to deliver reliable data solutions, work with third-party providers, and improve data workflows and client-facing data services.

Location: Poland

Workplace: Remote

Employment Type: Full time

Job Function: Data Analytics & Business Intelligence

Key Responsibilities

•Analyze and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem.
•Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
•Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.
•Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.
•Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.

Key Requirements

•Experience with financial data and concepts relevant to investment management
•Strong communication and interpersonal skills with vendors, clients, and internal partners
•Interest or experience in data analysis workflows and tools
•Experience with data analysis tools and environments (e.g., SQL, Jupyter Notebooks)
•Ability to collaborate with engineering, product management, and data operations to deliver high-quality data solutions

Experience:FinanceInvestment managementData analytics

Skills:CommunicationInterpersonal skillsProblem-solving

Languages:English

Tech Stack:SQLPythonJupyter Notebooks

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

Portfolio Data Analyst - Portfolio Data Feeds

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Poland

Workplace: Remote

Employment Type: Full time

Job Function: Data Analytics & Business Intelligence

Key Responsibilities

•Analyze and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem.
•Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
•Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.
•Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.
•Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.

Key Requirements

•Experience with financial data and concepts relevant to investment management
•Strong communication and interpersonal skills with vendors, clients, and internal partners
•Interest or experience in data analysis workflows and tools
•Experience with data analysis tools and environments (e.g., SQL, Jupyter Notebooks)
•Ability to collaborate with engineering, product management, and data operations to deliver high-quality data solutions

Experience:FinanceInvestment managementData analytics

Skills:CommunicationInterpersonal skillsProblem-solving

Languages:English

Tech Stack:SQLPythonJupyter Notebooks

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