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Portfolio Data Analyst

AddeparEdinburgh, UK
On-site Full-time

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Experience Level

Entry Level

Qualifications

Bachelor's degree in Finance, Economics, Data Science, or a related field. Proven analytical skills with experience in data management and analysis. Strong proficiency in data visualization tools and SQL. Ability to communicate complex data insights effectively to stakeholders.

About the job

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

About Addepar

At Addepar, we are dedicated to building the world's best wealth management platform. Our innovative technology empowers investors and advisors with the insights they need to manage portfolios efficiently and effectively. Join us to be part of a dynamic team that values collaboration, innovation, and excellence.

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