Investment Data Analyst

• Translate unique client requirements into flexible and scalable investment data solutions
• Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
• Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
• Advise clients on investment data workflows, ensuring accuracy, consistency, and scalability
• Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
• Identify and drive opportunities to improve processes, tools, and data quality standards
• Communicate proactively and professionally with clients and internal stakeholders

• Minimum of 2+ years’ experience working in technology, finance, or consulting
• Strong understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
• Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
• Solutions-oriented mindset and passion for problem-solving
• Excellent communication, organisational, and time-management skills
• Strong work ethic
• proactive and a high-contributing team-mate
• Highly organised with great attention to detail, driven to make processes more efficient
• Independent, adaptable, and able to thrive in a fast-paced environment
• Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation)
• ability to structure and manipulate complex datasets
• Must have and maintain the right to work in the United Kingdom from the first day of employment
• Visa sponsorship is not available for this role

Experience with Python is an advantage but not a requirement