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For Companies At a Glance
- Tasks: Analyse and integrate multi-asset class portfolios and market data for clients.
- Company: Addepar, a global tech company revolutionising investment data solutions.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team at the intersection of finance and data to make impactful decisions.
- Qualifications: 2+ years in finance or tech, strong data analysis skills, and excellent communication.
- Other info: Embrace a culture of innovation and collaboration in a fast-paced environment.
The predicted salary is between 36000 - 60000 ÂŁ 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, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.
The Role
As an Investment Data Analyst, you will partner with clients to integrate and analyse multi-asset class portfolios, performance data, and market data from a wide range of sources. You’ll advise on investment workflows, ensuring accuracy and consistency, while collaborating closely with other Data Solutions Consultants and internal teams to deliver seamless client outcomes.
This role is ideal for someone who thrives at the intersection of finance and data, is solutions-oriented, and enjoys working directly with clients.
What You’ll Do
- Translate unique client requirements into flexible and scalable investment data solutions
- Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
- Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
- Advise clients on investment data workflows, ensuring accuracy, consistency, and scalability
- Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
- Identify and drive opportunities to improve processes, tools, and data quality standards
- Communicate proactively and professionally with clients and internal stakeholders
Who You Are
- Minimum of 2+ years’ experience working in technology, finance, or consulting
- Strong understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
- Hands‑on experience working with complex investment datasets, including multi‑asset class portfolios, performance data, and market data from various sources
- Solutions‑oriented mindset and passion for problem‑solving
- Excellent communication, organisational, and time‑management skills
- Strong work ethic; proactive and a high‑contributing team‑mate
- Highly organised with great attention to detail, driven to make processes more efficient
- Independent, adaptable, and able to thrive in a fast‑paced environment
- Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets
- Experience with Python is an advantage but not a requirement
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.
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Investment Data Analyst Edinburgh, UK employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Data Analyst Edinburgh, UK
✨Tip Number 1
Network like a pro! Reach out to folks in the investment and data sectors, especially those connected to Addepar. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience with complex datasets and investment workflows. This will give you an edge during interviews.
✨Tip Number 3
Practice makes perfect! Get comfortable discussing your problem-solving approach and how you've tackled challenges in past roles. This is key for impressing potential employers.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Addepar team.
We think you need these skills to ace Investment Data Analyst Edinburgh, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investment Data Analyst. Highlight your experience with financial instruments and complex datasets, and don’t forget to mention any relevant tools or technologies you’ve used.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about finance and data, and how your skills align with our values at Addepar. Be genuine and let your personality come through.
Showcase Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who are solutions-oriented, so share specific instances where you improved processes or delivered value.
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 shows you’re keen on joining our team!
How to prepare for a job interview at Addepar
✨Know Your Data
As an Investment Data Analyst, you'll be working with complex datasets. Brush up on your knowledge of multi-asset class portfolios and performance data. Be ready to discuss how you've handled similar data in the past and any tools or methods you used to ensure accuracy and consistency.
✨Showcase Your Problem-Solving Skills
Addepar values a solutions-oriented mindset. Prepare examples of challenges you've faced in previous roles and how you approached them. Highlight your ability to think critically and adapt to fast-paced environments, as this will resonate well with their values.
✨Communicate Clearly
Excellent communication is key for this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully to questions, demonstrating your ability to engage with clients and internal teams effectively.
✨Embrace the Company Values
Familiarise yourself with Addepar's core values: ownership, collaboration, client success, innovation, and learning. Think about how your personal values align with theirs and be prepared to discuss specific instances where you've embodied these principles in your work.