Portfolio Data Analyst - Portfolio Data
Salt Lake City, UT
Addepar
Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about...Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team!
Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $64,000 - $100,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar’s data integration ecosystem.
- Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.
- Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
- Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.
- Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.
- Contribute to the evolution of Addepar’s financial solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.
Who You Are
- 1+ years of data product management experience with relevant finance domain-specific experience.
- Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.
- Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.
- Experience working with financial data and concepts relevant to Addepar’s clients and products.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Tags: Data management DataOps Engineering Finance
Perks/benefits: Career development Equity Flex hours Gear Health care Salary bonus Startup environment
More jobs like this
Explore more AI, ML, Data Science career opportunities
Find even more open roles in Artificial Intelligence (AI), Machine Learning (ML), Natural Language Processing (NLP), Computer Vision (CV), Data Engineering, Data Analytics, Big Data, and Data Science in general - ordered by popularity of job title or skills, toolset and products used - below.
- Open Marketing Data Analyst jobs
- Open Data Science Manager jobs
- Open Lead Data Analyst jobs
- Open Data Engineer II jobs
- Open Senior Business Intelligence Analyst jobs
- Open Principal Data Engineer jobs
- Open MLOps Engineer jobs
- Open Data Analytics Engineer jobs
- Open Power BI Developer jobs
- Open Data Scientist II jobs
- Open Junior Data Scientist jobs
- Open Business Intelligence Developer jobs
- Open Product Data Analyst jobs
- Open Business Data Analyst jobs
- Open Sr Data Engineer jobs
- Open Data Analyst Intern jobs
- Open Senior Data Architect jobs
- Open Sr. Data Scientist jobs
- Open Big Data Engineer jobs
- Open Data Quality Analyst jobs
- Open Research Scientist jobs
- Open Azure Data Engineer jobs
- Open Principal Data Scientist jobs
- Open Manager, Data Engineering jobs
- Open Data Product Manager jobs
- Open GCP-related jobs
- Open Data quality-related jobs
- Open Java-related jobs
- Open ML models-related jobs
- Open Business Intelligence-related jobs
- Open Data management-related jobs
- Open Privacy-related jobs
- Open Deep Learning-related jobs
- Open Data visualization-related jobs
- Open PhD-related jobs
- Open Finance-related jobs
- Open NLP-related jobs
- Open PyTorch-related jobs
- Open TensorFlow-related jobs
- Open APIs-related jobs
- Open Consulting-related jobs
- Open LLMs-related jobs
- Open CI/CD-related jobs
- Open Generative AI-related jobs
- Open Snowflake-related jobs
- Open Hadoop-related jobs
- Open Kubernetes-related jobs
- Open Data governance-related jobs
- Open Databricks-related jobs
- Open Airflow-related jobs