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For Companies At a Glance
- Tasks: Lead data validation for client portfolio conversions and resolve complex data challenges.
- Company: Join a forward-thinking fintech company in Edinburgh with a collaborative culture.
- Benefits: Competitive salary, inclusive environment, and opportunities for professional growth.
- Why this job: Make a real impact by ensuring data accuracy and enhancing internal processes.
- Qualifications: Degree in Finance or related field and 2+ years in financial services; Python experience required.
- Other info: Dynamic role with excellent career advancement opportunities in a fast-paced setting.
The predicted salary is between 36000 - 60000 £ per year.
Edinburgh, UK
The Role
We are excited to be hiring our first Portfolio Performance Analyst (Portfolio Data Consultant) in Edinburgh. This role is pivotal in leading data validation efforts for client portfolio conversions. You\\\’ll work closely with clients and internal teams to ensure the accuracy, completeness, and integrity of financial portfolio data throughout implementation projects.
The ideal candidate will bring a strong grasp of investment and portfolio data, a problem-solving mindset, and excellent communication skills. You\\\’ll take ownership of client outcomes, work hands-on to resolve complex data challenges, and contribute to enhancing internal processes along the way.
What You’ll Do
- Lead the end-to-end data validation process for client onboarding and data conversion projects
- Facilitate regular client meetings and working sessions throughout the project lifecycle
- Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
- Review and document differences in calculation methodologies between systems
- Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
- Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
- Manage multiple concurrent projects and prioritise effectively to meet deadlines
- Identify and help drive process improvements to increase efficiency, accuracy, and automation
Who You Are
- A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
- 2+ years’ experience working in a financial services or fintech environment
- Sound understanding of financial instruments and portfolio data
- A proactive team player with a strong work ethic and positive approach
- Self-motivated, adaptable, and comfortable working in a fast-paced setting
- Excellent communication, organisation, and time-management skills
- Experience with Python is 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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Portfolio Performance Analyst (Python Focus) New Edinburgh, UK employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Performance Analyst (Python Focus) New Edinburgh, UK
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to portfolio performance analysis. We recommend doing mock interviews with friends or using online platforms to get comfortable with your responses.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Python, make sure to highlight that in conversations. We suggest preparing a portfolio of projects or examples that demonstrate your problem-solving abilities and technical expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Portfolio Performance Analyst (Python Focus) New Edinburgh, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Portfolio Performance Analyst. Highlight your experience with financial data, Python skills, and any relevant projects that showcase your problem-solving abilities.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've tackled data challenges in the past and how you align with our values at StudySmarter.
Showcase Your Communication Skills: Since this role involves client interaction, demonstrate your communication prowess in your application. Use clear, concise language and make sure to highlight any experience you have in facilitating meetings or collaborating with teams.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Addepar
✨Know Your Data Inside Out
As a Portfolio Performance Analyst, you'll be dealing with complex financial data. Make sure you brush up on your understanding of investment and portfolio data before the interview. Be ready to discuss specific examples of how you've validated data in past roles.
✨Showcase Your Python Skills
Since experience with Python is a requirement, prepare to demonstrate your coding skills. You might be asked to solve a problem or explain how you've used Python in previous projects. Have a couple of examples ready that highlight your technical prowess.
✨Communicate Clearly and Confidently
Excellent communication is key in this role. Practice articulating your thoughts clearly, especially when discussing complex topics like performance discrepancies or calculation methodologies. Use simple language to explain your ideas, as if you're talking to someone without a technical background.
✨Emphasise Your Problem-Solving Mindset
This role requires a proactive approach to resolving data challenges. Prepare to share specific instances where you've identified issues and implemented solutions. Highlight your ability to think critically and adapt in fast-paced environments, as this will resonate well with the interviewers.