Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $800 billion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.
As a Senior Technical Data Analyst within our Data Solutions team, you will play a critical role in helping scale Addepar by building elegant solutions in a large and complex financial data processing environment. We are hiring for this role to design and build out critical business workflows within our operations, custodian feeds, and client conversions teams.
Rapidly prototype and build solutions using Addepar’s APIs that deliver tangible and measurable results
Partner with analysts in the Data Solutions organization to deeply understand their tools, processes, and pain points
Partner with Product organization to get a rich understanding of future vision and approach
Leverage your own deep financial industry knowledge, insights gleaned from the team, and the Addepar platform to design flexible and scalable solutions
Provide thought leadership that will drive evolution in the Addepar platform and environment
Must have great intuition, be practical, and demonstrate high degree of grit to solving large and nuanced data challenges
Have a strong track record in solving financial data challenges in areas such as security master integration and quality control, reconciliation of transactional portfolio accounting systems, custodial data feed integration.
5+ years of working experience with a strong track record of advancement/achievement
Expert knowledge of Excel, Python, SQL
Strong knowledge of Bloomberg or equivalents
Have experience integrating third-party front or back office systems