Addepar
Financial Investment/Advisory/Technology
Sr.DataProjectsAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Data Projects Analyst at Addepar. Skills: Data conversion projects, Client data onboarding, Python scripting, Data validation. Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs”
What You'll Achieve.
Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities; Ensure positive client outcomes
Industry & Context.
Effective problem solving abilities
Must have, and maintain, the right to work in the United Kingdom from the first day of employment, Visa sponsorship is not available for this role
What They're Looking For.
Must Have
Right to work in the United Kingdom
Nice to Have
Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, Other common financial services systems and applications
What You'll Do.
Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners
Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs
Maintain team resources and procedural documentation
Ensure metrics are accurately recorded for internal analytics
How You'll Work.
Team & Collaboration
Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes; Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency; Engage our community to broaden our perspective
Communication Scope
Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners
Process & Methodology
Leading cross-functional projects
Full Job Description
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 Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners. Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs. Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency. Maintain team resources and procedural
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