FAQs
What is the primary responsibility of a Data Projects Analyst at Addepar?
The primary responsibility of a Data Projects Analyst at Addepar is to manage and complete data conversion projects, onboarding existing client portfolio data from third-party systems and custodial data partners onto Addepar.
What technical skills are preferred for this role?
Preferred technical skills for this role include proficiency in Microsoft Excel, Google Suite, SQL, Python (particularly Jupyter Notebook, Pandas, Requests, and PySpark), as well as familiarity with Databricks and financial services systems like Bloomberg and Thomson Reuters.
Is prior experience in the financial industry required for this position?
Yes, previous experience in the financial investment or technology industry is required, along with a strong understanding of capital markets and portfolio accounting.
What are the key qualities Addepar looks for in a candidate for this role?
Key qualities include the ability to multitask and prioritize effectively in a fast-paced environment, outstanding communication and interpersonal skills, effective problem-solving abilities, self-motivation, and a strong team-player mentality.
Do I need to be proficient in multiple languages for this position?
While proficiency in additional languages such as French or German is a plus, it is not a strict requirement.
What collaborative efforts are expected of the Data Projects Analyst?
The Data Projects Analyst is expected to partner with members of Sales and Services teams to align on project costs and deliverables and ensure positive client outcomes, as well as collaborate with Product and Engineering to implement process improvements.
Are flexible working hours required in this role?
Yes, a willingness to work flexible hours is expected for this position.
What is the company culture like at Addepar?
Addepar promotes a culture based on values such as ownership, collaboration, client success, innovation, and continuous learning, fostering a welcoming environment that values diversity and inclusion.
How can I request accommodation if I have a disability?
Individuals with disabilities can request reasonable accommodations to participate in the application or interview process, perform essential job functions, or receive other employment benefits by contacting Addepar directly.
What should I be aware of regarding potential job offers from Addepar?
Be cautious of phishing scams, as Addepar will not make job offers without a formal interview process, nor will it ask candidates to purchase equipment or supplies as part of the onboarding process.