Investment Data Analyst

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 analyse multi-asset class portfolios, performance data, and market data from a wide range of sources. You’ll advise 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.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

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

• Advise 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 of 2+ years’ experience working in technology, finance, or consulting

• Strong 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

• Solutions-oriented mindset and passion for problem-solving

• Excellent communication, organisational, and time-management skills

• Strong work ethic; proactive and a high-contributing team-mate

• Highly organised with great 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 is an advantage 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 [email protected].