Data Projects Analyst

Addepar; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

This innovative firm is seeking a talented individual to join their Data Client Projects team. In this role, you will manage and complete data conversion projects, collaborating with various teams to ensure successful client outcomes. You will leverage your technical skills in Python and SQL while enhancing operational efficiency through process improvements. The ideal candidate will have a strong background in financial investment technology, exceptional communication skills, and a commitment to teamwork. Join a dynamic environment that values innovation and client success, and make a meaningful impact in the investment industry.

Qualifications

• Experience in financial investment/technology with knowledge of capital markets.
• Strong communication skills for engaging with clients and partners.

Responsibilities

• Manage data conversion projects from third-party systems.
• Develop and improve Python scripts and Jupyter notebooks for APIs.

Skills

Multitasking

Communication Skills

Problem Solving

Team Player

Technical Skills in Financial Systems

Python

SQL

Jupyter Notebook

Microsoft Excel

Google Suite

Tools

Atlassian Jira

Confluence

Databricks

Bloomberg

Thomson Reuters

Job description

Who We Are

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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

As part of the broader Addepar Data Architecture & Integration organization, 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 essential in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities.

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 organizations 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/technology industry with strong understanding of capital markets and portfolio accounting.
• Proven track record of multitasking and prioritizing 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, Python (Jupyter Notebook, Pandas, Requests, PySpark, etc.), Databricks, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
• Proficiency in French, German, and other languages are a plus.

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.