Portfolio Data Analyst - Portfolio Data Feeds
Core
Integrating client portfolio data from diverse sources into Addepar's data integration ecosystem to enable actionable intelligence for investment professionals.
Role type
Portfolio Data Analyst
Builds
Data integration solutions and aggregations for portfolio management products
Domain
Financial technology / Investment management
Deliverable
production ML models | product features
Required skills
SQL, Jupyter Notebooks, data analysis workflows, financial data concepts, data modeling, data aggregation
Preferred skills
Experience with 3rd party data providers, investment domain knowledge, data operations
Technologies
SQL, Jupyter Notebooks
Responsibilities
Analyze and onboard portfolio data content from various sources; Partner with engineering and product management to deliver reliable data solutions; Develop and support data aggregations based on client needs; Improve data operations and content pipeline efficiency; Contribute to financial concordance solutions.
Seniority
Individual Contributor