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- Tasks: Ensure high-quality data for clients and troubleshoot data issues daily.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth.
- Other info: Dynamic work environment with a focus on innovation and client success.
- Why this job: Make an impact in the finance world while collaborating with diverse teams.
- Qualifications: Experience in finance, strong problem-solving skills, and attention to detail.
The predicted salary is between 35000 - 45000 ÂŁ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role: Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.
What You’ll Do:
- Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
- Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed.
- Complete and maintain operational workflows, and identify and implement opportunities for optimisation.
- Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.
- Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
- Participate in broad company initiatives to stand up new product offerings and services.
Who You Are:
- Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
- Demonstrates excellent attention to details and a passion for problem solving!
- Outstanding communication and interpersonal skills for engaging with internal and external stakeholders.
- Proven track record of multitasking and prioritising effectively in a fast paced environment.
- Very team-oriented, balanced, and forward thinking.
- Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
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 ta-operations@addepar.com.
Portfolio Data Operations Analyst in Edinburgh employer: Who We Are Addepar
Contact Detail:
Who We Are Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Data Operations Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those who work at Addepar or similar companies. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of capital markets and data operations. Be ready to discuss how your skills can help improve data quality and operational efficiency at Addepar.
✨Tip Number 3
Show off your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in past roles, especially in fast-paced environments. This will demonstrate your fit for the Portfolio Data Operations team.
✨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 the Addepar team!
We think you need these skills to ace Portfolio Data Operations Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Portfolio Data Operations Analyst role. Highlight your knowledge of capital markets and any relevant technical skills, like SQL or Excel, to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about data operations and how you can contribute to our team. Share specific examples of your problem-solving skills and attention to detail – we love a good story!
Showcase Your Communication Skills: Since this role involves daily communication with clients and internal teams, make sure to demonstrate your outstanding communication skills in your application. A clear and concise writing style will go a long way in making a great impression!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets into the right hands!
How to prepare for a job interview at Who We Are Addepar
✨Know Your Data
Familiarise yourself with the types of data Addepar handles, especially in relation to portfolio management and capital markets. Brush up on your knowledge of trade processing and lifecycle, as well as middle and back-office operations systems. This will show that you understand the core of what the Portfolio Data Operations Analyst role entails.
✨Showcase Problem-Solving Skills
Prepare examples from your past experience where you've successfully identified and resolved data issues. Highlight your attention to detail and how you approach troubleshooting. This aligns perfectly with the role's focus on ensuring data quality and operational efficiency.
✨Communicate Effectively
Since this role involves daily communication with clients and internal teams, practice articulating your thoughts clearly. Be ready to discuss how you've collaborated with different stakeholders in previous roles. Good interpersonal skills can set you apart in the interview.
✨Embrace a Growth Mindset
Addepar values innovation and learning, so be prepared to discuss how you stay updated with industry trends and technologies. Share any experiences where you've taken the initiative to learn new tools or processes that improved your work. This shows you're not just a fit for the role but also for the company culture.