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Sr. Portfolio Data Analyst
| Company | Addepar |
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| Location | Salt Lake City, UT, USA |
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| Salary | $103000 – $129000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 1-3 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products, or graduated from a business related degree
- Must have relevant domain-specific experience in wealth management and portfolio management (Stocks, bonds, securities, etc.)
- Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications
- Strong communication and interpersonal skills working with vendors, clients and internal partners
- Passion for the finance and technology space and solving previously intractable problems at the heart of investment management
- An interest or experience in data analysis workflows and tools
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
- Analyze and develop solutions to improve data operations and content pipeline efficiency
- Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
- Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments
Preferred Qualifications
- Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications
