Addepar-posted 3 months ago
$90,000 - $112,000/Yr
Mid Level
Salt Lake City, UT
1,001-5,000 employees
Professional, Scientific, and Technical Services

As an Investment Data Analyst, you will partner with clients to integrate and analyze multi-asset class portfolios, performance data, and market data from a wide range of sources. You'll consult on investment workflows, ensuring accuracy and consistency, while collaborating closely with other Data Solutions Consultants and internal teams to deliver seamless client outcomes. This role is ideal for someone who thrives at the intersection of finance and data, is solutions-oriented, and enjoys working directly with clients.

  • Translate unique client requirements into flexible and scalable investment data solutions
  • Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
  • Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
  • Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability
  • Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
  • Identify and drive opportunities to improve processes, tools, and data quality standards
  • Communicate proactively and professionally with clients and internal stakeholders
  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Deep understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
  • Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
  • Solution-oriented mentality and passion for problem-solving
  • Excellent communication, organizational, and time-management skills
  • Strong work ethic, proactive, and a high-contributing teammate
  • Highly organized with close attention to detail, driven to make processes more efficient
  • Independent, adaptable, and able to thrive in a fast-paced environment
  • Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets
  • Experience with Python programming language is a bonus but not a requirement
  • $90,000 - $112,000 (base salary) + bonus + equity + benefits
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