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Data Projects Analyst

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Addepar

18d ago

  • Job
    Full-time
    Mid & Senior Level
  • Data
    IT & Cybersecurity
  • Edinburgh
  • Quick Apply

AI generated summary

  • You need experience in finance/tech, strong multitasking and communication skills, problem-solving ability, technical proficiency (Excel, SQL, Python), and flexibility in working hours.
  • You will manage data conversion projects, collaborate with sales and services, develop Python scripts, improve processes with engineering, and maintain documentation and metrics for analytics.

Requirements

  • Previous experience in the financial investment/technology industry with strong understanding of capital markets and portfolio accounting.
  • Proven track record of multitasking and prioritizing effectively in a fast paced environment, and experienced in leading cross-functional projects.
  • Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners.
  • Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
  • Willing to work flexible hours.
  • Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Python (Jupyter Notebook, Pandas, Requests, PySpark, etc.), Databricks, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
  • Proficiency in French, German, and other languages are a plus.

Responsibilities

  • Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners.
  • Partner with members of Sales and Services organizations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
  • Develop new/improve existing python scripts and Jupyter notebooks to interact with APIs.
  • Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency.
  • Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.

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.

Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.

Technology
Industry
501-1000
Employees
2009
Founded Year

Mission & Purpose

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 trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.