Addepar

Sr. Portfolio Data Discovery Analyst


PayCompetitive
LocationMyrtle Point/Oregon
Employment typeFull-Time
  • Job Description

      Req#: 8426069002
      Employer Industry: Financial Technology

      Why consider this job opportunity:
      - Salary up to $161,000.00 (base salary) + bonus + equity + benefits
      - Opportunity for career advancement and growth within the organization
      - Collaborative work environment that emphasizes teamwork and innovation
      - Engage with a diverse client base including RIAs, Multi-Family Offices, and Investment Banks
      - Unique chance to work on complex data projects that impact company growth
      - Commitment to diversity and inclusion in the workplace

      What to Expect (Job Responsibilities):
      - Lead complex data projects by gathering and documenting client requirements and managing stakeholder expectations
      - Ensure build-readiness by acquiring data sets with sufficient data points for execution
      - Navigate technical roadblocks by identifying and resolving provider limitations
      - Validate file contents and ensure data integrity before transitioning projects to the build team
      - Continuously refine workflows and tools to streamline the discovery to build lifecycle

      What is Required (Qualifications):
      - At least 3 years of experience in data analysis and project management
      - Extensive knowledge of marketable securities and familiarity with alternative assets is highly preferred
      - Proficiency in SQL, Python, or R for data querying and analysis within Databricks
      - Experience with project management tools such as Jira and Confluence
      - Familiarity with diverse file formats and transmission methods

      How to Stand Out (Preferred Qualifications):
      - Knowledge of data structures and experience with various file formats (XML, JSON, etc.)
      - Strong problem-solving skills and a proactive approach to overcoming vendor-related challenges
      - Exceptional interpersonal skills with the ability to communicate effectively across various stakeholders
      - Experience working in a fast-paced environment with multiple simultaneous projects
      - A passion for continuous learning and personal development

      #FinancialTechnology #DataAnalysis #ProjectManagement #CareerGrowth #DiversityAndInclusion

      "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

      Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.

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