# Portfolio Data Analyst - Portfolio Data Feeds

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Unspecified
**Role:** Data Analytics
**Skills:** SQL, Jupyter Notebooks, Data Analysis, Data Integration, Data Modeling, Financial Data, Data Aggregation, Workflow Solutions
**Posted:** 2026-06-30

> 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.

## Job Description

## 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.

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