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Portfolio Data Operations Analyst

AddeparNew York, NY
On-site Full-time

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Experience Level

Entry Level

Qualifications

We are looking for candidates with a strong analytical background, excellent problem-solving abilities, and a keen attention to detail. A Bachelor's degree in Finance, Economics, Data Science, or a related field is preferred. Experience with data analysis tools and techniques, as well as proficiency in Excel and SQL, is highly desirable. Strong communication skills and the ability to work collaboratively in a team environment are essential.

About the job

About the Role

Addepar is hiring a Portfolio Data Operations Analyst in New York, NY. This position centers on managing and improving data operations that support both internal teams and client outcomes. The analyst will work with colleagues across departments to maintain data accuracy and reliability.

What You Will Do

  • Oversee daily data operations for portfolio management
  • Collaborate with cross-functional teams to uphold data integrity
  • Support clients by ensuring their financial data is accurate and actionable
  • Analyze workflows and suggest process improvements
  • Contribute to Addepar’s goal of delivering clear, reliable financial insights

About Addepar

Addepar is a leading financial technology company that focuses on providing innovative solutions to investment professionals. Our mission is to empower our clients with the tools they need to make informed financial decisions. We foster a culture of collaboration, transparency, and continuous improvement, making it an exciting place to grow your career.

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