Portfolio Data Analyst: Data Integration & Insights

Addepar1; Town of Poland (NY); On-site; USD 160,000 - 192,000; Full time

Job summary

Addepar is hiring a Portfolio Data Analyst to join the Portfolio Data Feeds Team in the Town of Poland, NY. This role focuses on integrating client portfolio data into Addepar’s leading portfolio management products, requiring close collaboration with data providers, internal partners, and engineering. Candidates should have some experience with financial data and possess strong communication skills.

The successful candidate will analyze and onboard data, partner across teams, and drive innovative solutions while contributing to the overarching goal of improving Addepar's service to investment teams.

Qualifications

• Experience working with financial data relevant to clients and products.
• Passion for finance and technology.
• Interest in data analysis workflows and tools.

Responsibilities

• Analyze and onboard portfolio data content from multiple sources.
• Partner with engineering and product management to deliver reliable data solutions.
• Work with 3rd party data providers for data integration.
• Support data aggregations based on client needs.
• Develop data-oriented workflow solutions in collaboration with teams.
• Analyze solutions to improve data operations efficiency.

Skills

Financial data analysis

SQL

Jupyter Notebooks

Strong communication skills

Interpersonal skills

Tools

Data integration tools

Workflow analysis tools

Job description

Addepar is hiring a Portfolio Data Analyst to join the Portfolio Data Feeds Team in the Town of Poland, NY. This role focuses on integrating client portfolio data into Addepar’s leading portfolio management products, requiring close collaboration with data providers, internal partners, and engineering. Candidates should have some experience with financial data and possess strong communication skills.

The successful candidate will analyze and onboard data, partner across teams, and drive innovative solutions while contributing to the overarching goal of improving Addepar's service to investment teams.