Data Projects Analyst

Addepar

Remote
  • Job Type: Full-Time
  • Function: Data Science
  • Post Date: 03/04/2021
  • Website: addepar.com
  • Company Address: 303 Bryant Street 3rd Floor, Mountain View, CA, 94041

About Addepar

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place.

Job Description

The Data Projects team is responsible for integrating clients’ portfolio data into Addepar, and maintaining a high standard of data integrity for our clients. As a Data Projects Consultant, you will be responsible for executing on client deliverables in addition to continuous workflow and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced, often ambiguous environment, and bring a solutions oriented approach to all problems they encounter.

Responsibilities

  • Translate unique client requirements into flexible and scalable data solutions, such as converting historical data from legacy systems using limited tooling sets.
  • Partner with clients and Services project teams to ensure data is transferred and converted successfully and that any ongoing maintenance is transitioned to client support teams.
  • Work closely with Data Engineering to leverage standardized Addepar data tools and processes to ensure all data that comes in and goes out of Addepar is done in a scalable, efficient way.
  • Identify patterns and drive opportunities to streamline, scale and automate workflows to support a high growth continuously evolving organization 

Requirements

  • Minimum 2+ years experience working in technology, finance, or consulting
  • Experience with financial products, securities modeling, post-trade processing, and back-office systems
  • Effective communicator, high emotional intelligence and a team player
  • Experience working cross functionally with both technical and business stakeholders
  • Understands ETL workflows and interested in data wrangling tools such as Excel, Python, R, and SQL

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City

Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.