At a Glance
- Tasks: Analyse and integrate investment data to help clients make informed decisions.
- Company: Join Addepar, a global leader in investment technology and data solutions.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with a commitment to innovation and learning.
- Why this job: Be at the forefront of finance and data, making a real impact on client success.
- Qualifications: 2+ years in finance or tech, strong data skills, and a passion for problem-solving.
The predicted salary is between 36000 - 60000 € 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.
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.
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- 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
- 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
- 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.
Investment Data Analyst in Edinburgh employer: Who We Are Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to thrive at the intersection of finance and technology. With a commitment to professional growth, employees benefit from diverse learning opportunities and a flexible global workforce model, particularly in the vibrant city of London. Joining Addepar means being part of a team that values ownership, client success, and continuous improvement, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Data Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by diving deep into Addepar's platform and services. Show us that you understand how our technology helps investment professionals make informed decisions. It’ll impress us and show your genuine interest!
✨Tip Number 3
Practice your problem-solving skills! We love candidates who can think on their feet. Try mock interviews with friends or use online resources to tackle common data analysis scenarios related to investment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Addepar.
We think you need these skills to ace Investment Data Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Data Analyst role. Highlight your experience with financial instruments and complex datasets, as these are key to what we do at Addepar.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're passionate about finance and data. Share specific examples of how you've solved problems in previous roles, as we love a solutions-oriented mindset!
Showcase Your Skills:Don’t forget to mention your Excel skills and any experience with Python. We’re looking for someone who can handle complex data, so let us know how you’ve done this in the past.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Who We Are 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.
✨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 solving them. Highlight your ability to think critically and adapt to new situations.
✨Communicate Clearly
Excellent communication is key in this role. Practice explaining complex financial concepts in simple terms. During the interview, ensure you articulate your thoughts clearly and engage with your interviewers by asking insightful questions.
✨Embrace Collaboration
Since you'll be working closely with clients and internal teams, demonstrate your teamwork skills. Share experiences where collaboration led to successful outcomes. Show that you value input from others and are open to feedback.
