Data Projects Analyst — Python, API & Client Onboarding

Addepar, Inc.; Polska; Presencial; PLN 160 000 - 192 000; Tempo integral

Resumo da oferta

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Data Client Projects team converts and onboard existing client portfolio data onto Addepar, coordinating data transmission, transformation, import, and validation so clients can leverage Addepar’s reporting capabilities.

A successful candidate’s starting pay will be determined based on role, skills, experience, location, and market conditions.

Qualificações

• 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 prioritising 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

Responsabilidades

• 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 organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
• Develop new/improve existing python scripts and Juptyer 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

Conhecimentos

Capital markets

Portfolio accounting

Cross-functional leadership

Python

SQL

Excel

Jira/Confluence

Communication

Problem solving

Team player

Ferramentas

Bloomberg

Thomson Reuters

Jupyter Notebook

Pandas

Requests

Descrição da oferta de emprego

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Data Client Projects team converts and onboard existing client portfolio data onto Addepar, coordinating data transmission, transformation, import, and validation so clients can leverage Addepar’s reporting capabilities.

A successful candidate’s starting pay will be determined based on role, skills, experience, location, and market conditions.