Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About the role
A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards.
What they're looking for
- B.S in Finance, Mathematics, Statistics, Business or Economics
- 2+ years experience working in Technology, Finance, or Consulting
- Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
- Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals
- Working knowledge of REST APIs
- Experience with Databricks and/or a cloud-based distributed data platform
More about this role
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take...
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