Portfolio Data Analyst - Portfolio Data Feeds
Analyzes and integrates portfolio and third-party financial data into Addepar’s data ecosystem, developing aggregations, workflows, and product improvements. The role requires strong collaboration skills, familiarity with investment-management concepts, and an interest in finance and technology.
About the job
Responsibilities
- Analyze and onboard portfolio data content from varied sources using industry-standard tools such as SQL and Jupyter Notebooks.
- Determine how to integrate and model portfolio data within Addepar’s data integration ecosystem.
- Partner with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through the data network.
- Work with third-party data providers to develop and support integrations into the platform.
- Develop and support data aggregations and functionality for clients based on client and third-party content and workflow needs.
- Develop data-oriented workflow solutions and product improvements with user experience, design, and application-focused project management teams.
- Analyze and develop solutions to improve data operations and content pipeline efficiency.
- Understand Addepar’s products and clients and collaborate across the business to identify opportunities to better serve clients and grow the business.
- Contribute to the evolution of financial concordance solutions for market-traded and alternative-asset investments.
Requirements and Qualifications
- Experience working with financial data and concepts relevant to investment-management clients and products is preferred.
- Strong communication and interpersonal skills for working with vendors, clients, and internal partners.
- Passion for finance, technology, and solving complex investment-management problems.
- Interest or experience in data-analysis workflows and tools.
Benefits and Compensation
- Addepar is committed to an inclusive workplace and provides reasonable accommodations during the application and interview process.
Skills
SQL, Jupyter Notebooks, Data Analysis, Data Integration, Data Modeling, Financial Data, Data Aggregation, Workflow Solutions
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