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For Companies At a Glance
- Tasks: Analyse and integrate portfolio data to enhance investment decision-making.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with a commitment to innovation and learning.
- Why this job: Make a real impact in finance by transforming complex data into actionable insights.
- Qualifications: 2+ years of experience with financial data and strong communication skills.
The predicted salary is between 35000 - 45000 ÂŁ 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
We are currently seeking a Data Analyst - Portfolio Data to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you will work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.
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
- Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem.
- Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
- Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.
- Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.
- Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.
- Analyze and develop solutions to improve data operations and content pipeline efficiency.
- Understand Addepar’s products and clients.
- Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business.
- Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments.
This is a role that will allow the successful candidate to build on their existing experience in the investment domain.
Who You Are
- At least 2 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products.
- Strong communication and interpersonal skills working with vendors, clients and internal partners.
- Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.
- An interest or experience in data analysis workflows and tools.
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.
Data Analyst - Portfolio Data Edinburgh, UK in Hampshire employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Analyst - Portfolio Data Edinburgh, UK in Hampshire
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those at Addepar. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Show off your skills! If you've got experience with SQL or Jupyter Notebooks, make sure to highlight that in conversations. Maybe even prepare a mini-project to showcase your data analysis chops.
✨Tip Number 3
Be ready for a chat about problem-solving! Addepar loves innovation, so think of examples where you've tackled tough challenges in data management or integration. It’ll show you're a great fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Addepar family. Let’s get you that interview!
We think you need these skills to ace Data Analyst - Portfolio Data Edinburgh, UK in Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Data Analyst role. Highlight your experience with financial data and any relevant tools like SQL or Jupyter Notebooks. We want to see how your skills align with what we do at Addepar!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for finance and technology, and explain why you’re excited about the opportunity at Addepar. Let us know how you can contribute to our mission of empowering investment professionals.
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've tackled complex problems in data analysis. We love candidates who can think outside the box and drive innovation, so let us see your creative side!
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. Plus, it shows us you’re serious about joining the Addepar team!
How to prepare for a job interview at Addepar
✨Know Your Data Tools
Familiarise yourself with SQL and Jupyter Notebooks, as these are key tools for the role. Be prepared to discuss your experience using these tools in previous projects and how you’ve leveraged them to analyse and integrate data.
✨Understand Addepar’s Ecosystem
Research Addepar’s products and services thoroughly. Understand how they integrate portfolio data and the challenges clients face. This knowledge will help you demonstrate your interest and show that you’re ready to contribute from day one.
✨Showcase Your Communication Skills
Since the role involves working with various stakeholders, practice articulating complex data concepts clearly. Prepare examples of how you've successfully collaborated with teams or clients in the past to solve problems or deliver projects.
✨Embrace a Growth Mindset
Addepar values innovation and learning. Be ready to discuss how you’ve approached challenges in the past and what you’ve learned from them. Highlight your passion for finance and technology, and how you stay updated on industry trends.