Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team!

Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.

What You’ll Do

• Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar’s data integration ecosystem.
• Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.
• Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
• Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.
• Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.
• Contribute to the evolution of Addepar’s financial solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.

Who You Are

• 2+ years of data product management experience with relevant finance domain-specific experience.
• Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.
• Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.
• Experience working with financial data and concepts relevant to Addepar’s clients and products.

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.