Job Closed

This listing is no longer active.

Addepar logo
Addepar

Addepar is a leading provider of technology for the wealth management industry.

Portfolio Data Discovery Analyst

AnalystAnalystOtherRemoteSeniorTeam 501-1,000Since 2013H1B SponsorCompany SiteLinkedIn

Location

California

Posted

113 days ago

Salary

$103K - $161K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishAWSPythonSQL

Job Description

Portfolio Data Discovery Analyst

Addepar

• Serve as a high-impact data specialist with project management skills • Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met • Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status • Manage 6–8 discovery projects concurrently • Complete 80% of discovery projects within a three-month window • Transition projects to the product build team for execution once discovery is complete

Job Requirements

  • At least 3 years of experience in data analysis and project management
  • Extensive knowledge of marketable securities (Stocks, bonds, options, mutual funds, ETFs) and their lifecycle
  • Familiarity with alternative assets (Private equity, hedge funds) is highly preferred
  • Ability to query data using SQL, Python, or R within Databricks to validate file contents
  • Proficiency in Jira and Confluence for task tracking and documentation
  • Familiarity with diverse file formats (XML, JSON, Delimited, Fixed Width, etc.) and transmission methods (SFTP, API, AWS-managed systems)
  • Must be legally authorized to work in the United States without requiring current or future visa sponsorship.

Benefits

  • Addepar takes a market-based approach to pay
  • bonus
  • equity
  • benefits

Related Categories

Related Job Pages

More Analyst Jobs

Delta Dental of Arkansas logo

Appeals and Grievances Analyst

Delta Dental of Arkansas

Improving the oral health of all Arkansans.

Analyst113 days ago
OtherRemoteTeam 51-200H1B No Sponsor

• Research incoming appeals, grievances and complaints, including consideration and reconsideration requests, to properly identify and categorize as processed claims (grievances), denied services (appeals or self-funded (ASO) group requests) or complaints • Collect all appropriate data and information, and process for clinical or contract consideration as appropriate. • Coordinate case review with dental consultants. • Coordinate timely handling and resolution responses for high volume of appeals and grievances within various regulatory and contractual timelines • Reconcile across systems to ensure that all member appeals and grievance are logged and tracked. • Direct external independent reviews to the appropriate independent review organization (IRO) • Document records in accordance with DOI guidance requirements • Prepare and manage all monthly and quarterly customer and internal reporting • Communicate effectively with other departments such as Claims and Customer Service, Billing & Eligibility, Marketing and Professional Relations to ensure complete and fair reviews of complaints, grievances and appeals

United States
$44.6K - $56K / year
Job Closed
Fanatics, Inc. logo

Licensing Analyst

Fanatics, Inc.

We amplify pride and create connections for all fans around the world.

Analyst113 days ago
OtherRemoteTeam 1,001-5,000Since 2011H1B No Sponsor

• Support the Company’s licensing efforts in gaming states for entities, key persons, employees, and vendors; • Execute compliance-related tasks related to the Company’s live wagering products; • Review regulations regularly and ensure team members are up to date on requirements; • Identify and onboard third-party technology and service providers to increase internal efficiencies; • Assist in building the Company’s culture of compliance; • Communicate with state regulators as required; • Support the wider Company in building a leading digital gaming platform.

New York
$70K - $85K / year
Job Closed
UnityBPO logo

Technical Desk Analyst I, Tier 1

UnityBPO

Serving as a Lifeline Between Caregivers, Patients and Their Families. Pioneering Healthcare, Technology & AI Innovation

Analyst113 days ago
OtherRemoteTeam 201-500H1B No Sponsor

• Provide first-level technical support for hardware and software problems, (Microsoft Office, VPN, Active Directory, customer specific software applications, laptops, desktops, printers, VOIP telephony, etc.). • Support multiple clients • Identify and document customer issues clearly and accurately • Escalate unresolved tickets to appropriate internal teams as needed • Accurately assign ticket urgency and impact following ITIL best practices • Assist clinicians—including doctors, nurses, and therapists—with EHR usability • Deliver outstanding customer service through clear communication, patience, and empathy

Arizona + 2 moreAll locations: Arizona | New Mexico | Texas
$14 - $16 / hour
OtherRemoteTeam 1,001-5,000Since 2000H1B No Sponsor

• Equip students with the skills and knowledge needed to manage healthcare information and EHR systems effectively. • Provide hands-on training in EPIC, SQL, Tableau, and Crystal Reports. • Prepare students for real-world challenges in clinical data management, system implementation, and reporting. • Gain foundational knowledge to support healthcare IT systems, ensuring data accuracy, security, and compliance. • Prepare for the HIMSS CAHIMS certification, providing a strong pathway into health information technology and EHR specialist roles across healthcare settings.

California
$31.2K / year
Job Closed