Who We AreAddepar 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. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The RolePart of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities. What You'll DoManage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners. Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs. Who You Are3+ years of work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting. Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects. Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners. Willing to work flexible hours. Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications. Embrace Learning - Engage our community to broaden our perspective. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. 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. 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.
Analityk Analityk Data Analyst (Remote) in Edinburgh employer: Addepar
Addepar is an exceptional employer that fosters a dynamic work culture where innovation and collaboration thrive. With a commitment to employee growth, the company offers extensive training and development opportunities, ensuring that team members are equipped to excel in their roles as Technical Success Managers. Located in the vibrant city of London, employees benefit from a diverse and inclusive environment that champions creativity and client success, making it a rewarding place to build a meaningful career.
