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Portfolio Data Operations Analyst

AddeparSalt Lake City, UT
On-site Full-time $86K/yr - $107K/yr

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Experience Level

Entry Level

Qualifications

To excel in this role, candidates should possess strong analytical skills, attention to detail, and the ability to communicate effectively with stakeholders. Proficiency in data management and operations is highly desirable. Familiarity with financial data and investment operations will be an advantage.

About the job

About Addepar

Addepar is a global data and AI platform built for investment professionals. The platform brings together portfolio, market, and client data, helping firms turn complex financial information into clear, actionable insights. Over 1,400 firms in nearly 60 countries use Addepar to manage and advise on close to $9 trillion in assets. The open platform connects with about 650 partners across software, data, and consulting, supporting investment operations for organizations of many sizes. Addepar has offices in Salt Lake City, New York City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

Role Overview

The Portfolio Data Operations Analyst joins a team responsible for making sure clients receive accurate and timely portfolio data. This group is part of Addepar’s broader Engineering organization and plays a key role in daily operations.

What You Will Do

  • Oversee the processing of transactions and positions to meet client deadlines
  • Maintain data quality by performing thorough verification checks
  • Support clients with questions and issues related to their data
  • Communicate daily with data providers, clients, and teams across Addepar

Location

This position is based in Salt Lake City, UT.

About Addepar

At Addepar, we are dedicated to equipping investment professionals with the tools necessary to thrive in a complex financial landscape. Our cutting-edge platform not only simplifies data management but also enhances decision-making through actionable insights. Join us in revolutionizing the investment industry.

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