Data Analyst, Capital Markets Solutions
dv01- Full Time
- Junior (1 to 2 years)
Candidates should possess at least two years of work experience in a relevant field, demonstrating a strong understanding of data operations principles. Familiarity with data pipelines and verification checks is also expected.
The Portfolio Data Operations Analyst will perform daily internal verification checks to ensure portfolio account data accuracy and availability within service level agreements, investigate and troubleshoot data pipeline issues and feed processing exceptions, collaborate with Client Support, Solution Architects, and other team members to resolve client data inquiries, and partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality and operational efficiency. They will also participate in broader company initiatives to support new product functionality or services.
Investment management software for financial professionals
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.