Investment Data Analyst
AddeparCity of Edinburgh, Scotland, United Kingdom • New York, New York, United States • Salt Lake City, Utah, United States • Chicago, Illinois, United States • London, England, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates • Geneva, Geneva, Switzerland
Posted October 13, 2025
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is seeking an Investment Data Analyst to partner with clients on integrated portfolio analysis, market data analysis, and data workflows. This role involves translating client requirements into solutions, working with complex datasets, and collaborating with internal teams. The ideal candidate is solutions-oriented and thrives at the intersection of finance and data.
Requirements
- Minimum of 2+ years’ experience working in technology, finance, or consulting
- Strong understanding of a wide range of financial instruments (equities, fixed income, derivatives, alternative investments)
- Hands-on experience working with complex investment datasets (multi-asset class portfolios, performance data, market data)
- Solutions-oriented mindset and passion for problem-solving
- Excellent communication, organisational, and time-management skills
- Strong work ethic and a proactive attitude
- Highly organised with great attention to detail
- Independent, adaptable, and able to thrive in a fast-paced environment
- Strong proficiency with Excel and Python
- Experience with Python is an advantage