Data Solutions Analyst
The Data Solutions team is responsible for integrating clients’ portfolio data into Addepar, consulting clients on their trickiest data challenges, and maintaining a high standard of data integrity for our clients. As a Data Solutions Analyst, you will be responsible for executing on client deliverables in addition to continuous internal tooling 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
- Design, build, and maintain ETL pipelines that transform client’s portfolio accounting data into the Addepar standard format
- Translate unique client requirements into flexible and scalable data solutions, such as converting historical data from legacy systems or building and maintaining new portfolio data integrations
- Collaborate with Product, Engineering, Services, and Sales teams
- Participate in broad company initiatives to stand up new product functionality or services
- Identify 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
- Proficient in at least one scripting or programming language such as Python or Java
- Excellent problem solving, communication, organization and time management skills
- Strong work ethic, proactive, solutions oriented, and a high contributing team player
- Experience with SDLC and Agile methodology a plus
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s 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 hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.7 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 and in 2018 received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.
Addepar is an equal opportunity employer. We’re committed to building together and to do that best, we rely on a range of backgrounds, experiences, and ideas.