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
• Consult with 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 2+ years of experience working in technology, finance, or consulting
• Deep 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
• Solution-oriented mentality and passion for problem-solving
• Excellent communication, organizational, and time-management skills
• Strong work ethic, proactive, and a high-contributing teammate
• Highly organized with close 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

Experience with Python programming language is a bonus but not a requirement

• bonus
• equity
• benefits