Data Operations Analyst - Research & Insights (Edinburgh)

Edinburgh, UK

Full Time Senior-level / Expert
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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...

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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*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 Research Data Operations analyst to join our growing presence in Edinburgh. The Research team has developed a proprietary research platform. The platform aggregates over $3 Trillion in assets into an analytical data store that can be analyzed for new insights by Researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The role is responsible for ensuring the platform has timely and high-quality data available. This will include oversight of the alternatives security master, data quality validations management, and workflow oversight.

What You'll Do

  • Supervise and lead operational workflows for data processing.
  • Develop and maintain efficient process controls and accurate metrics to ensure quality standards.
  • Partner with members of Research team to implement and run data quality validations.
  • Supervise the security master and security classification processes

Who You are

  • 4+ years of knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems. Knowledge in alternatives is a big plus.
  • Detailed in documenting information and standard processes and exhibits good follow through techniques.
  • Track record of effective problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
  • Outstanding communication and social skills for collaborating with clients, custodial data providers, as well as internal stakeholders.
  • Technical skills preferred in any or all of the following: Excel, SQL, Python, Bloomberg or other common financial services systems and applications.

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.

Tags: Classification Economics Excel Finance FinTech Python Research Security SQL

Perks/benefits: Career development Startup environment

Region: Europe
Country: United Kingdom
Job stats:  10  1  0
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