Portfolio Data Operations Specialist

Portfolio Data Operations Specialist

Full-Time 63000 - 77000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Ensure high-quality client data and resolve data issues across portfolios.
  • Company: Addepar, a leading firm in financial technology based in Edinburgh.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on improving operational workflows.
  • Why this job: Join a dynamic team and make a real impact on data operations.
  • Qualifications: Attention to detail and strong communication skills are essential.

The predicted salary is between 63000 - 77000 £ per year.

Addepar in Edinburgh is seeking a Portfolio Data Operations professional to ensure timely, high‑quality client data across portfolios.

You will verify transactions and positions, resolve data issues, and coordinate with data providers and engineering to maintain SLA performance.

This role requires meticulous attention to detail, excellent communication with clients and internal teams, and a collaborative mindset to improve data pipelines and operational workflows across the firm.

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Portfolio Data Operations Specialist employer: Addepar1

Addepar is an exceptional employer, offering a dynamic work environment in Edinburgh where innovation and collaboration thrive. Employees benefit from a culture that champions learning and inclusivity, alongside opportunities for professional growth through mentorship and technical leadership. With a commitment to driving impactful solutions in the financial sector, Addepar empowers its team members to make significant contributions while enjoying the advantages of working within a global data and AI platform.

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Contact Details:

Addepar1 Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Data Operations Specialist

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We think you need these skills to ace Portfolio Data Operations Specialist

Attention to Detail
Communication Skills
Data Verification
Problem-Solving Skills
Collaboration
Data Management
Operational Workflow Improvement

Some tips for your application 🫡

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