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 documentation, and ensure metrics are accurately recorded for internal analytics.
Who You Are
* Previous experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.
* Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross‑functional projects.
* Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners.
* Demonstrates effective problem solving abilities, self‑motivation to take on responsibility, and a strong team‑player mentality.
* Willing to work flexible hours.
* Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications.
Our Values
* Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
* Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
* Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
* Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
* Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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