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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.
Join Avaloq as a Product Portfolio Manager in Edinburgh, where you will play a pivotal role in managing our diverse product portfolio. In this dynamic position, you will be responsible for aligning our product strategy with market needs, ensuring that we deliver innovative solutions that meet customer expectations.
Role overview The Portfolio Data Analyst at Addepar in Edinburgh, UK, plays a key part in transforming complex portfolio data into clear analytics. These insights help guide business strategy and support decision-making across the company. Main responsibilities Collaborate with teams from various functions to develop thorough portfolio analyses Maintain accuracy in reporting and ensure timely delivery of reports Convert raw data into meaningful insights that shape business strategy
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.
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Full-time|On-site|Edinburgh, Scotland, United Kingdom
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Full-time|On-site|Edinburgh, Edinburgh, United Kingdom
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Full-time|On-site|Edinburgh, Scotland, United Kingdom
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Full-time|On-site|Edinburgh, Edinburgh, United Kingdom
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