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Addepar is a leading provider of technology for the wealth management industry.
Portfolio Data Discovery Analyst
Location
California
Posted
113 days ago
Salary
$103K - $161K / year
Seniority
Senior
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
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