Salary
5-8 LPA
Batches
2024, 2025, 2026, 2027
Apply Route
100% Direct
About The Role
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.
Responsibilities
Analyze and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem
Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network
Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform
Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs
Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams
Analyze and develop solutions to improve data operations and content pipeline efficiency
Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments
This is a role that will allow the successful candidate to build on their experience in the investment domain
Requirements
- 1+ years of experience working with financial data and concepts that are relevant to Addepar’s clients and products, or graduated from a business related degree
- Must have relevant domain-specific experience in wealth management and portfolio management.(Stocks, bonds, securities, etc.)
- Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications
- Good communication and interpersonal skills working with vendors, clients and internal partners
- Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.
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