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Addepar · 8 hours ago

Investment Data Analyst

SLC Metro Area

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $112K/yr

2+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Investment Data Analyst role involves integrating and analyzing multi-asset class portfolios and performance data, consulting on investment workflows, and collaborating with internal teams to ensure seamless client outcomes.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

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

Qualification

Investment data analysisFinancial instruments knowledgeData conversion projectsExcel proficiencyPython programmingCommunication skillsOrganizational skillsProblem-solving mentalityAttention to detailTeam collaboration

Required

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