Investment Data Analyst

Who We AreAddepar 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 Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City Salt Lake City Chicago London Edinburgh Pune Dubai and Geneva.The RoleAs 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. Youll 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 Youll DoTranslate unique client requirements into flexible and scalable investment data solutionsLead data conversion projects to integrate historical portfolio data from legacy systems into AddeparWork directly with complex investment datasets including multi-asset class portfolios performance data and market data from various sourcesAdvise clients on investment data workflows ensuring accuracy consistency and scalabilityCollaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and deliveryIdentify and drive opportunities to improve processes tools and data quality standardsCommunicate proactively and professionally with clients and internal stakeholdersWho You AreMinimum of 2 years experience working in technology finance or consultingStrong understanding of a wide range of financial instruments including equities fixed income derivatives and alternative investmentsHands-on experience working with complex investment datasets including multi-asset class portfolios performance data and market data from various sourcesSolutions-oriented mindset and passion for problem-solvingExcellent communication organisational and time-management skillsStrong work ethic; proactive and a high-contributing team-mateHighly organised with great attention to detail driven to make processes more efficientIndependent adaptable and able to thrive in a fast-paced environmentStrong proficiency with Excel (pivot tables lookups nested formulas data cleaning/validation); ability to structure and manipulate complex datasetsExperience with Python is an advantage but not a requirementOur ValuesAct 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 .Required Experience:IC Key Skills Close Protection,Accounting And Auditing,C#,Agriculture,Civil Project Management,Import & Export Employment Type : Full Time Experience: years Vacancy: 1