At a Glance
- Tasks: Manage data conversion projects and enhance operational efficiency with innovative solutions.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, flexible hours, and a collaborative work environment.
- Other info: Diverse and inclusive workplace with excellent growth opportunities.
- Why this job: Make a real impact by transforming complex financial data into actionable insights.
- Qualifications: Experience in finance or tech, strong communication skills, and a problem-solving mindset.
The predicted salary is between 60000 - 80000 € per year.
Addepar 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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role: Part 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.
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:
- Manage 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 Jupyter notebooks to interact with APIs.
- Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency.
- Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.
Who You Are:
- Previous 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.
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
- Willing to work flexible hours.
- Technical skills preferred in any or all of the following: 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.
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. 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 ta-operations@addepar.com.
Sr. Data Projects Analyst in Edinburgh employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while delivering meaningful value to clients. With a strong commitment to diversity and inclusion, Addepar offers ample opportunities for professional growth and development, particularly in the dynamic financial technology sector. Located in the vibrant city of London, employees benefit from a stimulating environment that encourages learning and creativity, making it an ideal place for those seeking a rewarding career in data and investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Data Projects Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial and tech industries. A friendly chat can lead to insider info about job openings or even referrals that could give you a leg up.
✨Tip Number 2
Prepare for interviews by researching Addepar's projects and values. Show us how your skills align with our mission to empower investment professionals. Tailor your responses to highlight your experience in data conversion and client collaboration.
✨Tip Number 3
Practice your problem-solving skills! We love candidates who can think on their feet. Consider common challenges in data projects and be ready to discuss how you'd tackle them during your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team at Addepar.
We think you need these skills to ace Sr. Data Projects Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Sr. Data Projects Analyst. Highlight your experience in data conversion projects and any relevant technical skills, like Python or SQL, that align with what we're looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background in financial investment or technology makes you a great fit for our team at Addepar.
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention specific examples where you've successfully solved complex problems. We love candidates who can think outside the box and drive innovation!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you're serious about joining our team!
How to prepare for a job interview at Addepar
✨Know Your Data
Familiarise yourself with data conversion processes and the tools mentioned in the job description, like Python and Jupyter Notebooks. Being able to discuss your experience with these technologies will show that you’re ready to hit the ground running.
✨Understand the Client's Needs
Research Addepar’s client base and their needs. Be prepared to discuss how you can help clients transition their portfolio data smoothly and what strategies you would use to ensure positive outcomes.
✨Showcase Your Problem-Solving Skills
Prepare examples of past projects where you’ve successfully solved complex problems or improved processes. Highlight your ability to multitask and prioritise effectively, especially in fast-paced environments.
✨Emphasise Team Collaboration
Addepar values teamwork, so be ready to share experiences where you collaborated with cross-functional teams. Discuss how you communicate with different stakeholders to drive project success and enhance operational efficiency.
