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A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.
Job Responsibility:
Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
Complete data projects on-time meeting project deadlines while adhering to high quality standards
Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
Run python ETL scripts and at times modify, fix or debug as needed
Raise keys issues to project team members and senior leadership as necessary
Prioritize and context-switch effectively to complete simultaneous projects
seeing each through to the finish line
Adhere to project management standard processes
Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation
Requirements:
Minimum 2+ years experience working in technology and finance
Experience working with colleagues spread across multiple global locations
Must have domain experience wealth/portfolio/investment management
Proficient in Python programming language and well versed in ETL concepts
Must have experience working in financial markets and has experience with financial products and wealth / portfolio data
Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
Solution-oriented and passion for problem solving
Highly organized, close attention to detail and driven to make processes more efficient
Positive attitude, good work ethic, proactive and a high contributing teammate
Independent, adaptable and can work with minimum supervision
Proven ability to manage expectations and provide regular updates to the project team
What we offer:
Reasonable accommodation for individuals with disabilities
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