Data Projects Analyst
Core
Convert and onboard existing client portfolio data onto Addepar, coordinating data transmission, transformation, and import to enable reporting and analysis capabilities.
Role type
Data Projects Analyst (Client Onboarding)
Builds
Data conversion projects from third-party systems and files
Domain
Financial services / Investment management / Portfolio accounting
Required skills
Data extraction and transformation, Python (Jupyter, Pandas, Requests), SQL, API interaction, Project coordination, Financial investment/advisory knowledge
Preferred skills
Microsoft Excel, Google Suite, Atlassian Jira/Confluence, Salesforce, Bloomberg, Thomson Reuters
Responsibilities
Manage and complete data conversion projects of varying complexity; Partner with Sales and Services to align on project cost estimates and deliverables; Develop/improve Python scripts and Jupyter notebooks to interact with APIs; Collaborate with Product and Engineering to implement process improvements; Maintain team resources and procedural documentation.
Seniority
Mid-level (3+ years experience)