Technical Data Analyst

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

As a Team Lead, Technical Data Analyst you will serve as a player-coach - guiding a team of analysts while also executing complex data work yourself. At this level, you are developing your people management skills while leveraging your product, industry, and technical knowledge to advance. You will be the technical anchor for your team, providing the daily guidance needed to navigate complex data challenges and meet project deadlines. You take the vision set by leadership and turn it into reality, ensuring the team stays aligned with our core processes. Your focus is on problem-solving and technical steering, acting as the first line of support to ensure your team's success. This role focused on the functional coaching and project delivery.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

• Provide functional leadership and daily operational guidance to the team within the technical data function
• Execute hands-on contribution to projects through data migration and data transformation using Python-based ETL tools.
• Manage the team’s work allocation and coordinate activities to ensure results are driven by the team in collaboration with others.
• Guide the team in issue resolution and escalate blockers proactively, maintaining alignment with stakeholders.
• Support career development by providing continuous feedback loops on technical and project execution
• Identify and drive opportunities to improve tools, workflows, and automation for greater efficiency.

• Experience: 2+ years of related experience and a Bachelor’s degree, or 2+ years and a Master’s degree.
• Domain Knowledge: Strong understanding of portfolio, wealth, or investment management and financial data structures.
• Technical Skills: Proficient in Python and knowledgeable in ETL workflows and data transformation logic.
• Communication: Strong communication skills, able to conduct technical presentations and convey complex ideas clearly.
• Organization: Highly organized with attention to detail, able to coordinate activities and deliver results that may impact schedules and costs.
• Mindset: Solutions-driven mindset with a desire to improve processes and a commitment to personal growth in people management

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.