At a Glance
- Tasks: Manage data conversion projects and collaborate with teams to enhance client outcomes.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with a commitment to innovation and learning.
- Why this job: Make a real impact by transforming complex financial data into actionable insights.
- Qualifications: Experience in finance or tech, strong communication skills, and a problem-solving mindset.
The predicted salary is between 50000 - 70000 £ 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 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 crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities.
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:
- 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 organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
- Develop new/improve existing python scripts and Jupyter 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:
- Previous experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.
- Proven track record of multitasking and prioritising 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, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), 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.
Sr. Data Projects Analyst in Edinburgh employer: Who We Are Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while delivering meaningful value to clients. With a strong commitment to diversity and inclusion, Addepar offers ample opportunities for professional growth and development, particularly in the dynamic financial technology sector. Located in the vibrant city of London, employees benefit from a stimulating environment that encourages learning and creativity, making it an ideal place for those seeking a rewarding career in data and investment management.
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