Technical Data Analyst

addepar1; City of Edinburgh; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

Addepar seeks a Technical Data Analyst to lead data migration, conversion and validation for client projects. The role requires a solid understanding of financial portfolio data, Python basics, and strong communication to ensure deadlines and quality standards are met.

Applicants must have the right to work in the United Kingdom from day one; visa sponsorship is not available. You will collaborate with global teams across locations to optimize data workflows and automation.

Qualifications

• Minimum 2+ years experience in technology and finance.
• Fluent in English with excellent written and verbal communication.
• Experience working with colleagues across multiple global locations.
• Proficient in Python and ETL concepts.
• Understanding of financial markets and portfolio data.
• Ability to convey complex information clearly and concisely.
• Organized, detail-oriented and proactive in problem solving.

Responsibilities

• Convert, migrate and validate data using existing tooling and defined processes.
• Deliver data projects on time while maintaining high quality.
• Coordinate with project teams and provide regular status updates.
• Run Python ETL scripts and modify or debug as needed.
• Identify and escalate key issues to the project team and leadership.
• Balance multiple projects and drive them to completion with focus.

Skills

English fluency

Communication skills

Problem solving

Organizational skills

Independent working

Tools

Python

ETL concepts

Job description

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.

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 You'll Do

• Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
• Complete data projects on-time meeting project deadlines while adhering to high quality standards
• Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
• Run python ETL scripts and at times modify, fix or debug as needed
• Raise keys issues to project team members and senior leadership as necessary
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Adhere to project management standard processes
• Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation.

Who You Are

• Minimum 2+ years experience working in technology and finance
• Fluent in English
• Experience working with colleagues spread across multiple global locations
• Proficient in Python programming language and well versed in ETL concepts
• Understands financial markets and has experience with financial products and portfolio data
• Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
• Solution-oriented and passion for problem solving
• Highly organized, close attention to detail and driven to make processes more efficient
• Positive attitude, good work ethic, proactive and a high contributing teammate
• Independent, adaptable and can work with minimum supervision
• Proven ability to manage expectations and provide regular updates to the project team

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.