Technical Data Analyst - Python

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role 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.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• 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

Who You Are

• 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

Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role) Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.