Who We Are
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 have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $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 and use cases. 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.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. As a Technical Data Analyst you will be responsible for performing data projects, coordinating with internal project teams, meeting project deadlines and identifying opportunities to improve our tooling and processes. The ideal candidate will have a solid understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.
IMPORTANT: The working schedule for this position is from 9:00 PM to 5:00 AM IST, U.S. business days.
What You’ll Do
- Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
- Complete data projects on-time meeting project deadlines while adhering to high quality standards
- Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
- Run python ETL scripts and at times modify, fix or debug as needed
- Escalate keys issues to project team members and senior leadership as necessary
- Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
- Adhere to project management standard processes
- Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation
Who You Are
- Minimum 2+ years experience working in technology and finance
- Fluent in English
- Experience working with colleagues spread across multiple global locations
- Proficient in Python programming language and well versed in ETL concepts
- Understands financial markets and has experience with financial products and portfolio data
- Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
- Solution-oriented attitude and passion for problem solving
- Highly organized, close attention to detail and driven to make processes more efficient
- Positive attitude, good work ethic, proactive and a high contributing teammate
- Independent, adaptable and can work with minimum supervision
- Proven ability to manage expectations and provide regular updates to project team and senior stakeholders
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.
In addition to our core values, 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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
