Data Projects Analyst

Addepar; Warszawa; On-site; PLN 120,000 - 180,000; Full time

Job summary

Addepar is seeking to hire a Data Client Projects team member in Warsaw, Poland. In this role, you will manage data conversion projects from third-party systems, collaborate with Sales and Services for project alignment, and enhance Python scripts for API interactions. Ideal candidates will have a strong background in financial investment or technology, excellent communication skills, and be proficient in tools such as Microsoft Excel and SQL. The position thrives on collaboration and innovation, reflecting Addepar's commitment to client success.

Qualifications

• Prior experience in financial investment/advisory or technology industry.
• Ability to multitask effectively in a fast-paced environment.
• Strong problem-solving skills and self-motiation.

Responsibilities

• Manage and complete data conversion projects from third-party systems.
• Partner with Sales and Services to align on project deliverables.
• Develop and improve Python scripts for API interaction.
• Collaborate with Product and Engineering for process improvements.
• Maintain team resources and ensure metrics are recorded.

Skills

Financial investment knowledge

Capital markets understanding

Cross-functional project leadership

Excellent communication skills

Technical skills in Python

Experience with SQL

Tools

Microsoft Excel

Google Suite

Atlassian Jira/Confluence

Bloomberg

Thomson Reuters

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

Part of the broader Addepar Data 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 is crucial in enabling our clients to take full advantage of Addepar’s reporting and analysis capabilities.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

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 or 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

• Prior work experience in the financial investment/advisory/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, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications

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.