Addepar is a leading provider of technology for the wealth management industry.

Portfolio Data Discovery Analyst

AnalystAnalystFull TimeRemoteTeam 501-1,000Since 2013H1B SponsorCompany Site LinkedIn

Location

California

Posted

23 days ago

Salary

$103K - $161K / year

Bachelor Degree3 yrs expEnglishAWSPythonSQL

Job Description

• Serve as a high-impact data specialist with project management skills • Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met • Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status • Manage 6–8 discovery projects concurrently • Complete 80% of discovery projects within a three-month window • Transition projects to the product build team for execution once discovery is complete

Job Requirements

At least 3 years of experience in data analysis and project management
Extensive knowledge of marketable securities (Stocks, bonds, options, mutual funds, ETFs) and their lifecycle
Familiarity with alternative assets (Private equity, hedge funds) is highly preferred
Ability to query data using SQL, Python, or R within Databricks to validate file contents
Proficiency in Jira and Confluence for task tracking and documentation
Familiarity with diverse file formats (XML, JSON, Delimited, Fixed Width, etc.) and transmission methods (SFTP, API, AWS-managed systems)
Must be legally authorized to work in the United States without requiring current or future visa sponsorship.