Portfolio Performance Analyst Jobs

Portfolio Performance Analyst

Addepar

Location:
United Kingdom, Edinburgh

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

This role is pivotal in leading data validation efforts for client portfolio conversions. You'll work closely with clients and internal teams to ensure the accuracy, completeness, and integrity of financial portfolio data throughout implementation projects. The ideal candidate will bring a strong grasp of investment and portfolio data, a problem-solving mindset, and excellent communication skills.

Job Responsibility:

Lead the end-to-end data validation process for client onboarding and data conversion projects
Facilitate regular client meetings and working sessions throughout the project lifecycle
Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
Review and document differences in calculation methodologies between systems
Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
Manage multiple concurrent projects and prioritise effectively to meet deadlines
Identify and help drive process improvements to increase efficiency, accuracy, and automation

Requirements:

A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
2+ years’ experience working in a financial services or fintech environment
Sound understanding of financial instruments and portfolio data
Experience with Python is a requirement
Excellent communication, organisation, and time-management skills
Self-motivated, adaptable, and comfortable working in a fast-paced setting
A proactive team player with a strong work ethic and positive approach
Must have and maintain the right to work in the United Kingdom from the first day of employment

What we offer:

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Additional Information:

Job Posted:
December 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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