Investment Data Analyst

Addepar
Full-time
Salt Lake City, UT
$90,000 - $112,000
Posted on 5 months ago

Job Description

The Investment Data Analyst will partner with clients to integrate and analyze multi-asset class portfolios, performance data, and market data. This role involves consulting on investment workflows, ensuring data accuracy, and collaborating with internal teams to deliver client solutions. It's ideal for someone with a strong finance and data background who enjoys client interaction.

Responsibilities

  • Translate client requirements into data solutions
  • Lead data conversion projects
  • Work with complex investment datasets
  • Consult on investment data workflows
  • Collaborate on technical implementations
  • Improve processes and data quality
  • Communicate with clients and stakeholders

Requirements

  • 2+ years of experience in technology, finance, or consulting
  • Understanding of financial instruments
  • Experience with investment datasets
  • Solution-oriented mentality
  • Strong communication and organizational skills
  • Proficiency with Excel
  • Python experience is a plus

Benefits

  • No benefits