Technical Data Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers 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.

The Role

A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
• Complete data projects on-time meeting project deadlines while adhering to high quality standards
• Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
• Run python ETL scripts and at times modify, fix or debug as needed
• Raise keys issues to project team members and senior leadership as necessary
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Adhere to project management standard processes
• Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation.

Who You Are

• Minimum 2+ years 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
• Understands financial markets and has experience with financial products and portfolio data
• Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
• Solution-oriented and passion for problem solving
• Highly organized, close attention to detail and driven to make processes more efficient
• Positive attitude, good work ethic, proactive and a high contributing teammate
• Independent, adaptable and can work with minimum supervision
• Proven ability to manage expectations and provide regular updates to the project team

Our Values

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process.