Portfolio Performance Analyst
Addepar(11 hours ago)
About this role
Addepar is a global data and AI platform that helps investment professionals turn complex financial data into actionable insights. The company serves a wide range of clients worldwide, offering an open platform that integrates with multiple software and data providers to facilitate investment operations.
Required Skills
- Data Validation
- Financial Data
- Portfolio Management
- Client Communication
- Problem Solving
- Python
- Financial Instruments
- Data Analysis
Qualifications
- Degree in Finance, Mathematics, Statistics, Business or Economics
About Addepar
addepar.comAddepar 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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