Permanent
Edinburgh
Remote: Not specified
Salary: Not specified
> 3 years
Skills we're looking for
Motivational skills
Communication skills
Collaboration and teamwork
Training and development
Google Suite
+9
You'll be part of
1338 employees
Finance
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyse and visualise the data they need. Addepar currently tracks around $6 trillion of assets serving over 800 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley. The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.
You'll be working on
- Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar
- During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar’s reporting and analysis capabilities
- Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners
- Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes
- Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs
- Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency
- Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics
Benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
We're looking for
- Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications
- Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects
- 3+ years of work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
- Willing to work flexible hours
- Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners