Portfolio Data Operations Analyst

Addepar Inc

Edinburgh, United Kingdom
On-site
Data quality verification
Troubleshoot data pipeline issues
Client data inquiries
The Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data

Job Summary

  • The Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data.
  • Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
  • Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.

Matching Summary

The Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data.

Skills & Requirements

Must-have

  • Data quality verification
  • Troubleshoot data pipeline issues
  • Client data inquiries
  • Financial investment industry experience
  • Capital markets knowledge

Nice-to-have

  • Team-oriented and forward-thinking
  • Passion for problem solving
  • Microsoft Excel
  • SQL
  • Salesforce

Key Requirements

  • Right to work in the United Kingdom
  • Prior work experience in financial investment/advisory industry
  • Deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems

Work Rights

Must have the right to work in the United Kingdom

Tailored Resume

Cover Letter