Investment Data Analyst

Addepar 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, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's 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. You’ll consult 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.What You’ll 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 sourcesConsult with 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 2+ years of experience working in technology, finance, or consultingDeep 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 sourcesSolution-oriented mentality and passion for problem-solvingExcellent communication, organizational, and time-management skillsStrong work ethic, proactive, and a high-contributing teammateHighly organized with close 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 programming language is a bonus 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.At Addepar, we are 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. #J-18808-Ljbffr