Data Analyst - Portfolio Analytics

AddeparEdinburgh, UK

On-site Full-time

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Experience Level

Entry Level

Qualifications

We are looking for candidates with strong analytical skills, proficiency in data visualization tools, and experience with SQL or similar querying languages. A background in finance or investment analytics is a plus. You should be comfortable working with large datasets and have a keen eye for detail.

About the job

Addepar seeks a Data Analyst specializing in Portfolio Analytics for its Edinburgh, UK office. This role involves working with complex investment data to deliver insights that guide client decisions.

Key responsibilities

Analyze large and diverse data sets tied to investment portfolios
Spot trends and patterns that shape client strategy
Present findings as clear, actionable recommendations
Help clients understand and enhance portfolio performance

Role impact

By transforming raw data into practical guidance, this position plays a direct part in how clients manage and optimize their investments.

About Addepar

Addepar is a leading financial technology company dedicated to providing innovative solutions for investment management. We empower financial advisors and their clients with the tools they need to manage complex portfolios effectively. Join us in shaping the future of finance.

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May 4, 2026

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May 4, 2026

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Data Analyst - Portfolio Analytics

Experience Level

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About the job

Key responsibilities

Role impact

About Addepar

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