Data Projects Analyst
Core
Convert and onboard client portfolio data from third-party systems onto Addepar's platform, ensuring accurate data transmission, transformation, and validation.
Role type
Data Projects Analyst (Client Onboarding)
Builds
Data conversion projects for investment firms
Domain
Financial services / Investment data
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Portfolio accounting, Capital markets knowledge, Data extraction/transformation, Python (Jupyter, Pandas), SQL, API interaction
Preferred skills
Microsoft Excel, Google Suite, Atlassian Jira/Confluence, Salesforce, Bloomberg, Thomson Reuters
Responsibilities
Manage data conversion projects from custodial data partners; Partner with Sales and Services on project estimates and deliverables; Develop Python scripts and Jupyter notebooks to interact with APIs; Collaborate with Product and Engineering on process improvements; Maintain team resources and procedural documentation.
