Portfolio Data Discovery Analyst

Addepar(3 days ago)

RemoteFull TimeSenior$103,000 - $161,000Data and Analytics

About this role

Addepar is a global platform that leverages data and AI to support investment professionals in managing complex financial information. The company serves numerous clients worldwide, helping them unify data for better insights and decision-making across investment workflows.

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Required Skills

SQL
Python
Data Analysis
Project Management
API
AWS
Data Structures
Jira
Materialized Views
Data Validation

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.

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