
Portfolio Data Discovery Analyst
Addepar
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $103,000 - $161,000 per year
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