Addepar

Portfolio Data Discovery Analyst

Addepar

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

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Salary

💰 $103,000 - $161,000 per year

Tech Stack

About the role

  • Serve as a high-impact data specialist with project management skills
  • Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met
  • Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status
  • Manage 6–8 discovery projects concurrently
  • Complete 80% of discovery projects within a three-month window
  • Transition projects to the product build team for execution once discovery is complete

Requirements

  • At least 3 years of experience in data analysis and project management
  • Extensive knowledge of marketable securities (Stocks, bonds, options, mutual funds, ETFs) and their lifecycle
  • Familiarity with alternative assets (Private equity, hedge funds) is highly preferred
  • Ability to query data using SQL, Python, or R within Databricks to validate file contents
  • Proficiency in Jira and Confluence for task tracking and documentation
  • Familiarity with diverse file formats (XML, JSON, Delimited, Fixed Width, etc.) and transmission methods (SFTP, API, AWS-managed systems)
  • Must be legally authorized to work in the United States without requiring current or future visa sponsorship.
Benefits
  • Addepar takes a market-based approach to pay
  • bonus
  • equity
  • benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisproject managementSQLPythonRDatabricksmarketable securitiesalternative assetsfile formatstransmission methods
Soft Skills
communicationclient managementorganizational skillstime management