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Portfolio Data Operations Analyst

AddeparNew York, NY
On-site Full-time

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Experience Level

Entry Level

Qualifications

We are looking for candidates with a strong analytical background, excellent problem-solving abilities, and a keen attention to detail. A Bachelor's degree in Finance, Economics, Data Science, or a related field is preferred. Experience with data analysis tools and techniques, as well as proficiency in Excel and SQL, is highly desirable. Strong communication skills and the ability to work collaboratively in a team environment are essential.

About the job

The Portfolio Data Operations Analyst at Addepar plays a key role in maintaining and enhancing the systems that drive portfolio data operations. Based in New York, NY, this position focuses on ensuring the quality and reliability of financial data used by both internal teams and clients.

Responsibilities

  • Manage daily operations related to portfolio data, keeping information accurate and up to date.
  • Work closely with colleagues from different departments to safeguard data integrity.
  • Help clients by making sure their financial data remains correct and useful for decision-making.
  • Review existing workflows, identify areas for improvement, and recommend process changes.
  • Support Addepar’s mission to provide dependable financial insights through precise data operations.

Collaboration

This analyst partners with cross-functional teams, contributing expertise to strengthen data processes and support client needs.

About Addepar

Addepar is a leading financial technology company that focuses on providing innovative solutions to investment professionals. Our mission is to empower our clients with the tools they need to make informed financial decisions. We foster a culture of collaboration, transparency, and continuous improvement, making it an exciting place to grow your career.

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