Addepar
201-500 employees
Financial Services
Software
Wealth Management
Fintech
About Addepar
Addepar is a financial technology company that provides a data aggregation, analytics, and portfolio reporting platform designed for wealth management professionals. Their platform enables advisors, family offices, and institutions to analyze and manage complex portfolios with transparency and precision. Founded in 2009, Addepar aims to bring clarity to wealth management through innovative technology that integrates data from multiple sources, empowering clients to make informed investment decisions. The company is recognized for its robust analytics capabilities and commitment to transforming how wealth is managed globally.
4 months ago
Investment Data Analyst
Edinburgh - Remote
Full-time
Mid Level
Investment Data Analyst
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Description
- Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients.
- The Investment Data Analyst role involves partnering with clients to integrate and analyze multi-asset class portfolios, performance data, and market data from various sources.
- The analyst will advise on investment workflows, ensure data accuracy and consistency, and collaborate with Data Solutions Consultants and internal teams to deliver seamless outcomes.
- The role requires experience with financial instruments, complex datasets, and proficiency in Excel; experience with Python is a plus.
- The company values ownership, collaboration, client focus, innovation, and learning, and promotes diversity and inclusion.
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Requirements
- Minimum of 2+ years’ experience working in technology, finance, or consulting
- Strong understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
- Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
- Solutions-oriented mindset and passion for problem-solving
- Excellent communication, organisational, and time-management skills
- Strong work ethic; proactive and a high-contributing team-mate
- Highly organised with great attention to detail, driven to make processes more efficient
- Independent, adaptable, and able to thrive in a fast-paced environment
- Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets
- Experience with Python is an advantage but not a requirement
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Benefits
- Diversity and inclusion initiatives
- Reasonable accommodation for individuals with disabilities
- Promoting a welcoming environment where inclusion and belonging are prioritized