Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Ensure high-quality data for clients and oversee transaction processing.
- Company: Addepar, a global tech company transforming investment guidance.
- Benefits: Flexible work environment, competitive salary, and growth opportunities.
- Why this job: Join a dynamic team making a real impact in the finance tech space.
- Qualifications: Strong attention to detail and excellent communication skills.
- Other info: Work with a diverse team across multiple global locations.
The predicted salary is between 36000 - 60000 £ per year.
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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
Part of the broader Addepar Data Management organisation, the Portfolio 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 Portfolio 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.
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
- Perform daily internal verification checks to ensure portfolio data quality.
Portfolio Data Operations Analyst in Edinburgh employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Data Operations Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by diving deep into Addepar's platform and services. Knowing their tech inside out will show us that you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice common interview questions, especially those related to data operations and client support. We want to hear how you handle challenges and ensure data quality under pressure.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in the interviewer's mind and shows us your enthusiasm for the role.
We think you need these skills to ace Portfolio Data Operations Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Data Operations Analyst role. Highlight relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about data operations and how your background makes you a great fit for Addepar. Keep it engaging and personal!
Showcase Your Attention to Detail: Since this role involves ensuring data quality, it's crucial to demonstrate your attention to detail in your application. Double-check for any typos or errors before hitting send – we appreciate precision!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Addepar
✨Know Your Data
Familiarise yourself with data management concepts and the specific tools Addepar uses. Brush up on your knowledge of portfolio data operations, as well as any relevant software or platforms that might come up during the interview.
✨Showcase Your Communication Skills
Since the role involves daily communication with clients and data providers, be prepared to demonstrate your ability to convey complex information clearly. Think of examples where you've successfully communicated data insights or resolved client queries.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations related to data quality and client support. Practice articulating your thought process and problem-solving skills in these scenarios to show you're ready for the challenges of the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, data verification processes, or how success is measured in the Portfolio Data Operations team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
