Enterprise Data Analyst

Mountain View, CA
Data Operations – Data Solutions
Full-time
The Enterprise Data Solutions team is responsible for integrating clients’ portfolios into Addepar, consulting clients on their trickiest portfolio data challenges, and ensuring data quality.  To fill this role we are looking for individuals who have exceptional analytical skills, portfolio accounting or securities knowledge, excellent verbal, written, and client presentation skills, and bring an engineering approach to all problems they encounter. The enterprise data team solves the most difficult client problems. Our main goal is to systemize and scale. 

Key Role Responsibilities

    • Work with clients to clean and summarize historical data in preparation for analysis and loading into Addepar.
    • Use Python to automate as many daily workflows as possible.
    • Use Python scripts to interact, pull and combine data from multiple systems.
    • Onboard new clients by identifying unique portfolio or reporting needs and enabling them in the Addepar system.
    • Participate in broad company initiatives to stand up new product functionality or services.
    • Collaborate with our Client Solutions team and Data Engineers to resolve data issues that impact our clients and create repeatable solutions.
    • Leverage your own deep financial industry knowledge, insights gleaned from the team, and the Addepar platform to design flexible and scalable solutions.

Relevant Skills

    • Knowledge/experience of the financial industry, securities modeling, post-trade processing or back-office systems a plus.
    • Must have great intuition, be practical, and demonstrate high degree of grit to solving large and nuanced data challenges.
    • Consulting experience with focus on structured problem solving, synthesis, and presentation.
    • Facility with Excel, and SQL.
    • Experience with Python development and APIs.
Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.