Addepar

Data Projects Analyst

Edinburgh, UK

Live, first seen by us 18 days ago

Pay: Pay not listed
Work setting: Not stated
Employment: Not stated

Before you apply

Work authorization: Must already have the right to work in the UKApplicants must have, and maintain, the right to work in the United Kingdom from the first day of employment

Eligibility: Please note that visa sponsorship is not available for this role. — eligibility source
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
Read the full posting

What you’ll work on

Full posting

Manage and complete data conversion projects from third-party systems and custodial data files
Agree project cost estimates and deliverables with Sales and Services teams
Develop and improve Python scripts and Jupyter notebooks that interact with APIs
Work with Product and Engineering on process and tooling improvements
Maintain team resources, procedural documentation, and project metrics

From the employer’s posting

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

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

Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.

What you’ll bring

All qualifications

Core experience

3+ years of work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.

Qualification wording

3+ years of work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.

About Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

In the employer’s words · Read in context

Apply at Addepar

Posting record

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Status in our records: Live
First seen by us: Oct 17, 202618 days ago
Recorded sightings: 24
Last seen by us: Nov 4, 2026

These dates show when we found the posting. Check the employer’s website to confirm it is still accepting applications.

How this job compares

Time since we first saw it

Day 18

Similar jobs usually come down between day 3 and day 41.

From 261 similar postings that came down. Coming down is not always a hire.

Addepar is hiring

18 open jobs

Open jobs by the week we first saw them, last 12 weeks.

Hiring at a steady pace
Takes jobs down at a usual pace

Hiring record

See how this role fits your experience

Add your resume and we’ll mark which of these tools you already use, and point out anything in the posting that could rule you out.

Python
SQL
Excel
pandas

Where the posting names them

- 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.

- Willing to work flexible hours. - 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. Our Values

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About the role

We file this job under Data Operations, by the work the posting describes.

Data operations staff do the day-to-day work of getting data processed correctly: loading and checking files, moving records between systems, fixing errors and following set procedures.

Expect Excel, some SQL, close attention to detail, and knowledge of the particular systems the company runs.

Data governance sets the rules for the data; data operations does the hands-on work of processing it and keeping it moving.

Job description

View original posting ↗

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

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.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

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.

Who You Are

3+ years of work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.
Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects.
Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners.
Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
Willing to work flexible hours.
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.

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

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