Data Operations Analyst
Edinburgh, UK
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...For more than a decade, Addepar has revolutionised how investment managers analyse and report investor portfolio data. We combine state-of-the-art infrastructure with flexible data analysis and customisable reporting capabilities, so our clients deliver tailored, meaningful interactions to investors. Over 500 firms ranging from family offices to financial advisers to global banks choose Addepar, and that number will continue to grow in 2021.
As part of our continued growth, we’re establishing a presence in Edinburgh. We’re looking for a Data Operations Analyst to join our Data Operations team.
Part of the broader Addepar Product organisation, the Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.
Responsibilities
- Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
- Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed.
- Effectively complete and maintain operational workflows and identify and execute opportunities for optimization.
- Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests.
- Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
- Participate in broad company initiatives to stand up new product functionality or services.
Key Skills
- 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
- Strong attention to details and a passion for problem solving.
- Excellent communication and interpersonal skills for interfacing with internal and external stakeholders.
- Proven ability to multitask and prioritize effectively in a fast paced environment.
- Very team-oriented, self-driven and forward thinking.
- Technical skills preferred in any or all of the following: Microsoft Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and services.
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.
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.
In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Tags: Data analysis Engineering Excel FinTech Python SQL
Perks/benefits: 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 MLOps Engineer jobs
- Open Junior Data Scientist jobs
- Open AI Engineer jobs
- Open Data Engineer II jobs
- Open Senior Data Architect jobs
- Open Power BI Developer jobs
- Open Senior Business Intelligence Analyst jobs
- Open Data Analytics Engineer jobs
- Open Sr Data Engineer jobs
- Open Manager, Data Engineering jobs
- Open Principal Data Engineer jobs
- Open Business Data Analyst jobs
- Open Product Data Analyst jobs
- Open Data Quality Analyst jobs
- Open Data Manager jobs
- Open Sr. Data Scientist jobs
- Open Big Data Engineer jobs
- Open Data Scientist II jobs
- Open Business Intelligence Developer jobs
- Open Data Analyst Intern jobs
- Open ETL Developer jobs
- Open Principal Data Scientist jobs
- Open Azure Data Engineer jobs
- Open Data Product Manager jobs
- Open Business Intelligence-related jobs
- Open Data quality-related jobs
- Open Privacy-related jobs
- Open Data management-related jobs
- Open GCP-related jobs
- Open Java-related jobs
- Open ML models-related jobs
- Open Finance-related jobs
- Open Data visualization-related jobs
- Open Deep Learning-related jobs
- Open APIs-related jobs
- Open PyTorch-related jobs
- Open PhD-related jobs
- Open Consulting-related jobs
- Open TensorFlow-related jobs
- Open Snowflake-related jobs
- Open NLP-related jobs
- Open Data governance-related jobs
- Open Data warehouse-related jobs
- Open Airflow-related jobs
- Open Hadoop-related jobs
- Open Databricks-related jobs
- Open LLMs-related jobs
- Open DevOps-related jobs
- Open CI/CD-related jobs