data analyst for investment management

Addepar is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence. It unifies portfolio, market, and client data into a total portfolio view and delivers AI-powered insights within investment and client workflows.

• Analyze and onboard portfolio data from various sources using tools such as SQL and Jupyter Notebooks, determining how to integrate and model it within Addepar’s data integration ecosystem;
• Partner with engineering, product management, and data operations to deliver high-quality, timely, and reliable data solutions through Addepar’s data network;
• Work with third-party data providers to develop and support the integration of their data into the platform;
• Develop and support data aggregations and functionality for clients based on client and third-party content and user workflow needs;
• Develop data-oriented workflow solutions and product improvements with user experience, design, and application-focused project management teams;
• Analyze and develop solutions to improve data operations and content pipeline efficiency;
• Understand Addepar’s products and clients and work with business counterparts to drive new opportunities to serve clients and grow the business;
• Contribute to the evolution of Addepar’s financial concordance solutions for market-traded and alternative asset investments.

• Experience working with financial data and concepts relevant to Addepar’s clients and products;
• Strong communication and interpersonal skills when working with vendors, clients, and internal partners;
• Interest in or experience with data analysis workflows and tools;
• Passion for finance and technology and solving complex investment management problems;
• Nice to have: Existing experience in the investment domain.

• Visa sponsorship is not available;
• Legal authorization to work in Poland is required from the first day of employment;
• Equal opportunity employer with reasonable accommodation available during the application and interview process.