Portfolio Data Analyst: Data Integrations & Insights

Addepar; Town of Poland (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Addepar, located in the Town of Poland, New York, is seeking a Portfolio Data Analyst to join its Portfolio Data Feeds Team. The successful candidate will integrate client portfolio data into Addepar’s products and work closely with internal teams to enhance data solutions.

Responsibilities include onboarding portfolio data, collaborating with data providers, and developing workflow solutions. Strong experience with financial data and data analysis tools is preferred along with excellent communication skills to ensure effective partnerships with clients and internal stakeholders.

Qualifications

• Experience working with financial data relevant to clients.
• Strong communication skills with vendors and internal partners.
• Familiarity with data analysis workflows and tools.

Responsibilities

• Analyse and onboard portfolio data content using industry standard tools.
• Partner with engineering and product management for data solutions.
• Work with 3rd party data providers for integration.
• Develop data-oriented workflow solutions with user experience teams.
• Improve data operations and content pipeline efficiency.

Skills

Financial data analysis

SQL

Jupyter Notebooks

Communication

Interpersonal skills

Job description

Addepar, located in the Town of Poland, New York, is seeking a Portfolio Data Analyst to join its Portfolio Data Feeds Team. The successful candidate will integrate client portfolio data into Addepar’s products and work closely with internal teams to enhance data solutions.

Responsibilities include onboarding portfolio data, collaborating with data providers, and developing workflow solutions. Strong experience with financial data and data analysis tools is preferred along with excellent communication skills to ensure effective partnerships with clients and internal stakeholders.