Investment Data Analyst

4 days ago

Salt Lake City, UT, United States Addepar Full time
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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

The Role

As an Investment Data Analyst, you will partner with clients to integrate and analyze multi-asset class portfolios, performance data, and market data from a wide range of sources. You'll consult on investment workflows, ensuring accuracy and consistency, while collaborating closely with other Data Solutions Consultants and internal teams to deliver seamless client outcomes.

This role is ideal for someone who thrives at the intersection of finance and data, is solutions-oriented, and enjoys working directly with clients.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $90,000 - $112,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You'll Do
  • Translate unique client requirements into flexible and scalable investment data solutions
  • Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
  • Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
  • Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability
  • Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
  • Identify and drive opportunities to improve processes, tools, and data quality standards
  • Communicate proactively and professionally with clients and internal stakeholders
Who You Are
  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Deep 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
  • Solution-oriented mentality and passion for problem-solving
  • Excellent communication, organizational, and time-management skills
  • Strong work ethic, proactive, and a high-contributing teammate
  • Highly organized with close 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 programming language is a bonus but not a requirement
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.

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.

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