Investment Data Analyst Job at Addepar (Salt Lake City)

Investment Data Analyst

Partner with clients to integrate and analyse multi-asset class portfolios, perf...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

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

Investment & Data Analyst Intern

Join the central business team responsible for structuring investments, developi...

Location

France , Paris

Salary:

1000.00 - 1250.00 EUR / Month

Driveco

Expiration Date

Until further notice

Requirements

Final-year student in a Business School or double cursus Business / Engineering
Strong interest in: Data analysis, Investment, Energy transition and electric mobility
Comfortable working with numbers
Strong capacity for organization, analysis and synthesis in a complex, fast-growing environment
Proficiency in Excel is essential
Fluent in English and French

Job Responsibility

Analysis of market data provided by our partners (operators, EV charging stakeholders, etc.)
Evaluation of charging station performance using various KPIs (kWh sold per day, number of charging points, utilization rate, etc.)
Comparative analysis of competitor performance
Identification of market trends (most high-performing geographic areas, site typologies, usage behaviors)
Contribution to understanding optimal station placement (where and why certain stations perform better)
Support the evaluation of investment opportunities (traffic, technical, financial and legal aspects)
Support ongoing deal processes (preparation of materials, coordination between teams, participation in discussions when relevant)
Assist in the structuring of offers in collaboration with network development project development teams
Contribute to the continuous improvement of internal processes and best practices

What we offer

Remote work
Generous time off
CSE benefits

Fulltime

M&A Analyst / Investment Analyst

This is an excellent opportunity for a finance professional with 2–4 years of ex...

Location

Italy , Rome

Salary:

50000.00 - 60000.00 EUR / Year

Piper Maddox

Expiration Date

Until further notice

Requirements

Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field
2–4 years of professional experience in M&A, corporate finance, transaction advisory, valuation, investment analysis, or project finance
Prior exposure to the renewable energy, infrastructure, or power sector is highly advantageous

Job Responsibility

Support the evaluation and execution of M&A transactions, including acquisitions, joint ventures, and divestments
Build and maintain financial models to assess investment opportunities, transaction feasibility, and strategic fit
Conduct valuation analysis and scenario modelling to support internal decision-making
Perform market research and industry analysis to identify trends, competitive dynamics, and strategic opportunities within the renewable energy market
Prepare investment memoranda, presentations, and reports for senior management, investment committees, and key stakeholders
Coordinate with cross-functional internal teams and external advisors throughout the due diligence process
Review and analyse financial statements, contracts, project documentation, and commercial agreements to identify risks and opportunities
Support transaction processes by tracking milestones, managing data rooms, and maintaining M&A pipeline / deal tracking tools
Contribute to strategic assessments across renewable energy technologies including solar PV, BESS, wind, and related infrastructure

What we offer

bonus

Fulltime

Data Analyst Business System Analyst

We are looking for a sharp, detail-oriented Data Business Systems Analyst to joi...

Location

United Kingdom , City of London

Salary:

60000.00 - 70000.00 GBP / Year

Randstad

Expiration Date

August 05, 2026

Requirements

6+ years as a Data/Business Systems Analyst, specifically within Financial Services, Asset Management, or Capital Markets
Mastery of SQL is non-negotiable. You should be comfortable querying complex datasets for validation and investigation
Solid understanding of Investment data (Trades, Reference Data, Client Data, or Risk)
Proven experience in Agile/Scrum environments
Ability to explain technical data concepts to non-technical business users clearly

Job Responsibility

Requirements Engineering: Lead workshops with Product Owners and Stakeholders to document functional specs and User Stories within the BFS/Capital Markets domain
Data Mapping: Define Source-to-Target Mappings (STM) and logic for ETL pipelines and Data Warehouses
Data Validation: Use advanced SQL to perform root-cause analysis, data profiling, and reconciliation to ensure high data quality
Stakeholder Management: Act as the primary bridge between Data Engineering, MDM, and QA teams to ensure delivery aligns with business intent

New

Junior Investment Analyst

The Junior Investment Analyst reports to the Head of Investment Management and w...

Location

United Kingdom , Bath

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Educated to degree level or equivalent, either academically or professionally
A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred
An understanding of the financial services sector and regulatory context
Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
Superior organisational, operational and administrative skills
Exceptional attention to detail
Strong communication skills, both verbal and written
The ability to work as part of a team and maintain a positive, resilient and flexible approach to work

Job Responsibility

Construct and maintain both simple and complex spreadsheets
Identify and improve efficiencies with regards to current processes
Maintenance and development of Chase de Vere's Investment Proposition
Maintaining and developing the company's core investment fund panels
Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
Working with external research companies, product providers for collating regular and ad-hoc information requests
Assisting in the administration of the Investment Proposition across multiple investment platforms
Producing and maintaining process documents for role responsibilities

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Fulltime

New

Investment Analyst - Rapidly Growing Living Platform

Global REIT with a rapidly expanding portfolio of Operational Living assets acro...

Location

United Kingdom , London

Salary:

Not provided

Madison Berkeley

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics or a similar analytical discipline
At Analyst level minimum of 1 year, and at Senior Analyst a minimum of 2 years’ + experience in commercial real estate, healthcare real estate, lending, investment banking, investment sales, or a related field
Strong real estate financial modelling skills, including valuations, returns and waterfall structures
Experience working on transactions
Advanced Excel proficiency
Strong analytical, communication, and relationship-building abilities.

Job Responsibility

Support the full transaction cycle for acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing
Prepare cash flow models for all stages of the real estate cycle
Participate in site visits to assess competitive landscape and market
Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings
Participate in the structuring, due diligence, and legal process of transactions
Prepare and analyze investment data to form strategic plans both at the property and the portfolio level.

What we offer

Competitive base salary + annual bonus
Generous paid time off and holidays
Equity purchase programme
Pension scheme and profit-sharing
Tuition support
Comprehensive medical, dental and vision benefits
Strong support for professional development
A fast-growing platform with clear opportunities for progression

Fulltime

Investment Analyst

On behalf of one of Europe’s leading international industrial and logistics real...

Location

Spain , Madrid

Salary:

Not provided

Babel Profiles

Expiration Date

Until further notice

Requirements

University degree in Economics, Finance, or Business
3–4 years of relevant investment experience with a clear understanding of Real Estate concepts
Deep analytical skills, tech-savvy, and advanced Excel capabilities
Organized, systematic, and proven ability to meet deadlines
Shows a curious, proactive attitude with a mindset focused on process improvement and automation

Job Responsibility

Source, underwrite, and assess potential logistics real estate acquisitions in Spain
Understand the calculations used by the company and how the company assesses investments
build and maintain cash flow models
Prepare letters of intent, real estate market research reports, due diligence documents, internal investment memos, HUM (Heads of Terms), ICM (Investment Committee Memos), and other business administration paperwork in advance of real estate transactions
Prepare management presentations and strategic reports to support capital deployment decisions and portfolio strategy
Build relations with real estate agents, public administrations, local players, and potential clients. Keep track of client/prospect interactions
Manage leads and follow up through daily CRM use to update and stay on task until deals are closed
Assess comparable reports, property value(s), and market conditions through research, outreach, data, site tours, and gathering relevant market intelligence
Oversee weekly/bimonthly conference calls regarding acquisition checklists to ensure items are completed on time during due diligence and closing of acquisitions/dispositions

What we offer

Permanent Contract
Attractive annual bonus
Hybrid working model
Meal allowance
Budget for training and continuous development opportunities
Language courses
Company events, team building, and networking opportunities
A collaborative and international working environment

Fulltime

Financial Data Analyst

The Financial Data Analyst position focuses on financial planning, analysis, and...

Location

Bulgaria , Sofia; Varna

Salary:

Not provided

myPOS

Expiration Date

Until further notice

Requirements

3+ years of relevant experience in financial analysis, FP&A, or similar roles
General understanding of financial reporting, planning, and forecasting processes
Strong financial modeling capabilities and attention to detail
Ability to transform complex data into clear, actionable insights
Excellent quantitative, written, and presentation skills
Advanced proficiency in Excel
Experience with financial systems and reporting tools is a plus
Familiarity with SQL, or strong willingness to learn quickly, is considered an advantage
Structured, analytical, and detail-oriented approach to work
Proactive mindset with strong curiosity and eagerness to develop analytical skills

Job Responsibility

Analyze key performance indicators (KPIs) to assess operational effectiveness and highlight areas for improvement
Interpret and communicate commercial data, including sales, margin, and market trends, to assist with strategic decision-making
Collaborate with commercial teams to assess profitability of products, business segments, and projects
Prepare insightful dashboards and visualizations to present performance and commercial analytics to stakeholders
Prepare and support the delivery of monthly management reports, ensuring accuracy, timeliness, and analytical depth
Perform data analysis and financial deep dives to identify trends, risks, and opportunities
Ensure consistency and quality of reporting to enable focused discussion on key financial topics
Contribute to the improvement and automation of reporting processes and tools
Build and maintain financial models to assess corporate, subsidiary, and competitive performance
Perform scenario, sensitivity, and what-if analyses under different operating assumptions

What we offer

Vibrant international team operating in hi-tech environment
Annual salary reviews, promotions and performance bonuses
myPOS Academy for upskilling and training
Unlimited access to courses on LinkedIn Learning
Annual individual training and development budget
Refer a friend bonus as we know that working with friends is fun
Teambuilding, social activities and networks on a multi-national level
Excellent compensation package
25 days annual paid leave (+1 day per year up to 30)
Full Luxury package health insurance including dental care and optical glasses

Fulltime

Select Country

Investment Data Analyst

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Investment Data Analyst

Investment Data Analyst

Investment & Data Analyst Intern

M&A Analyst / Investment Analyst

Data Analyst Business System Analyst

Junior Investment Analyst

Investment Analyst - Rapidly Growing Living Platform

Investment Analyst

Financial Data Analyst

Our AI answers in your language