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- Tasks: Manage data conversion projects and collaborate with teams to ensure client success.
- Company: Addepar is a global tech firm empowering investment professionals with data-driven insights.
- Benefits: Enjoy flexible work options, a collaborative culture, and opportunities for growth.
- Why this job: Join a dynamic team that values innovation and client success in the finance sector.
- Qualifications: Experience in finance/tech, strong communication skills, and proficiency in Python or SQL preferred.
- Other info: Addepar promotes diversity and inclusion, ensuring a welcoming environment for all.
The predicted salary is between 36000 - 60000 £ per year.
Addepar Edinburgh, Scotland, United Kingdom
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Addepar Edinburgh, Scotland, United Kingdom
Join to apply for the Sr. Data Projects Analyst role at Addepar
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Who We Are
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 $7 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, and Dubai.
Who We Are
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 $7 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, and Dubai.
The Role
As part of the broader Addepar Data Architecture & Integration 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 essential in enabling our clients to take full advantage of Addepar\’s reporting and analysis capabilities.
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 organizations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
- Develop new/improve existing python scripts and Juptyer 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
- Prior work experience in the financial investment/technology industry with strong understanding of capital markets and portfolio accounting.
- Proven track record of multitasking and prioritizing 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, Python (Jupyter Notebook, Pandas, Requests, PySpark, etc.), Databricks, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
- Proficiency in French, German, and other languages are a plus.
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 TAinfo@addepar.com.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
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Job function
Information Technology
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Industries
Software Development
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Sr. Data Projects Analyst employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr. Data Projects Analyst
✨Tip Number 1
Familiarise yourself with Addepar's platform and its integration capabilities. Understanding how their system aggregates data from various sources will give you an edge in discussions during the interview.
✨Tip Number 2
Brush up on your Python skills, especially with libraries like Pandas and Requests. Being able to demonstrate your technical proficiency in these areas can set you apart from other candidates.
✨Tip Number 3
Network with current or former employees of Addepar on platforms like LinkedIn. They can provide valuable insights into the company culture and the specifics of the Sr. Data Projects Analyst role.
✨Tip Number 4
Prepare to discuss your experience with cross-functional projects. Highlighting your ability to collaborate with sales and services teams will show that you understand the importance of client outcomes.
We think you need these skills to ace Sr. Data Projects Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data projects, particularly in the financial investment or technology sectors. Emphasise your skills in Python, SQL, and any other technical tools mentioned in the job description.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of Addepar's mission and values. Explain how your background aligns with their needs, particularly your experience in managing data conversion projects and collaborating with cross-functional teams.
Showcase Problem-Solving Skills: Provide specific examples in your application that illustrate your problem-solving abilities. Highlight situations where you successfully navigated challenges in data management or client projects, showcasing your analytical thinking.
Highlight Communication Skills: Since the role requires outstanding communication and interpersonal skills, include examples of how you've effectively engaged with clients or team members in previous roles. This will demonstrate your ability to champion client success and collaborate effectively.
How to prepare for a job interview at Addepar
✨Understand the Company and Its Values
Before your interview, take some time to research Addepar's mission and values. Familiarise yourself with their focus on client success and innovation. This will help you align your answers with what they value most.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with Python, SQL, and any relevant tools like Jupyter Notebooks or Databricks. Bring examples of past projects where you've successfully used these skills, especially in a financial context.
✨Demonstrate Problem-Solving Abilities
Addepar values effective problem-solving. Prepare to share specific examples of challenges you've faced in previous roles and how you overcame them. Highlight your analytical thinking and ability to work under pressure.
✨Prepare for Cross-Functional Collaboration Questions
Since the role involves working with various teams, be ready to discuss your experience in cross-functional projects. Share how you’ve effectively communicated and collaborated with different stakeholders to achieve project goals.
