Jobs
>
San Francisco

    Portfolio Data Analyst - West Valley City, United States - Addepar

    Addepar
    Addepar West Valley City, United States

    3 weeks ago

    Default job background
    Description
    Who We Are

    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar's platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

    *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker-dealer and member FINRA / SIPC.

    The Role

    We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team

    Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

    As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar's leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addepar's capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.

    Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

    The current range for this role is $64,000 - $100,000 + bonus + equity + benefits.

    Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
    What You'll Do
    • Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addepar's data integration ecosystem.
    • Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.
    • Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
    • Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.
    • Understand Addepar's products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.
    • Contribute to the evolution of Addepar's financial solutions to better serve our clients and cement Addepar's role as the best-in-class integrator of market traded and alternative asset investments.
    Who You Are
    • 1+ years of data product management experience with relevant finance domain-specific experience.
    • Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.
    • Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.
    • Experience working with financial data and concepts relevant to Addepar's clients and products.
    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.

    To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

    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
  • Figure Markets

    Data Analyst

    2 weeks ago

    Figure Markets San Francisco, United States

    **About Figure Markets** · Figure Markets is democratizing finance through blockchain. We're building the exchange for everything - a decentralized custody marketplace for crypto, stocks, bonds, credit and more. We're bringing best in class leverage, margining and liquidity to ou ...

  • Upwork

    Data Analyst

    4 days ago

    Upwork San Francisco, United States

    **Company Description** · Upwork has partnered with an Enterprise client, a nationally recognized education management (non-profit) corporation that operates accredited charter schools and programs for TAY youth and adults at 70+ locations across California. · - Manage weekly dat ...

  • Leadstack Inc

    Data Analyst-iii

    1 week ago

    Leadstack Inc San Francisco, United States

    **LeadStack Inc. **is an award winning, one of the nation's fastest growing, certified minority owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud to ...

  • University of California San Francisco

    Research Data Analyst

    2 weeks ago

    University of California San Francisco San Francisco, United States

    Works on research data reporting assignments that are of moderate diversity in scope. Exercises judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. · - We are looking for a Research Data Analyst with strong quantit ...

  • San Francisco Health Plan

    Insights Data Analyst

    2 weeks ago

    San Francisco Health Plan San Francisco, United States

    Will you help hard working San Franciscans get reimbursed for their health care? · We're looking for an experienced Insights Data Analyst reporting to the Director of Product Management & Analytics. You will utilize advanced SQL queries and a strong knowledge of databases to extr ...

  • hims & hers

    Data Analyst, Marketing

    3 days ago

    hims & hers San Francisco, United States

    Hims & Hers Health, Inc. (better known as Hims & Hers) is the leading health and wellness platform, on a mission to help the world feel great through the power of better health. We are revolutionizing telehealth for providers and their patients alike. Making personalized solution ...

  • TikTok

    Data Analyst, Gbm

    1 week ago

    TikTok San Francisco, United States

    Responsibilities · About Us · TikTok is the leading destination for short-form mobile video. At TikTok, our mission is to inspire creativity and bring joy. TikTok's global headquarters are in Los Angeles and Singapore, and its offices include New York, London, Dublin, Paris, Berl ...

  • savvy chic pawz

    Entry Level Data Analyst

    1 week ago

    savvy chic pawz San Francisco, United States

    Company Overview: · Savvy Chic Pawz is a fast-growing pet accessories company that specializes in trendy and fashionable products for pets. We are dedicated to providing high-quality and unique items that cater to the needs and preferences of pet owners. Our company is committed ...

  • Federal Reserve Bank of San Francisco

    Associate Regulatory Data Analyst

    1 day ago

    Federal Reserve Bank of San Francisco San Francisco, United States

    Company · Federal Reserve Bank of San Francisco · We are the Federal Reserve Bank of San Francisco—public servants with a mission to advance the nation's monetary, financial, and payment systems to build a stronger economy for all Americans. We are a community-engaged bank, and a ...

  • Synergy Global Technologies Inc.

    Data Analyst

    3 weeks ago

    Synergy Global Technologies Inc. San Ramon, United States

    We are looking for Data Analyst at San Ramon CA for 12 months contract role. · **Title**: Data Analyst 1 · **Location**: San Ramon CA (Day 1 Onsite) · **Durastion**: 12 months · **Required Qualifications**: · - Bachelors degree from an accredited four-year university. · - Demonst ...

  • Russell Tobin & Associates

    Data Analyst

    3 weeks ago

    Russell Tobin & Associates San Francisco, United States

    · What are we looking for in our Data Analyst? · Position: Data Analyst · Contract: 7 Months (Extension Likely) · Location: San Francisco or Sunnyvale (Hybrid) · Pay Rate: $55-$65/HR (DOE) · Job Description: · The ideal candidate will join the Data & Logistics team and be respon ...

  • Ramsoftsystems inc

    Data Analyst

    2 weeks ago

    Ramsoftsystems inc Alameda, United States

    **Job Title: Data Analyst II** · **Location (On-site, Remote, or Hybrid?): Alameda, CA (Onsite)** · **Contract Duration: Contract until 12/31/2024** · **Work Hours: 8:00 am - 4:30 pm** · **DESCRIPTION** · **Skills**: Data transformation, data modeling, data analysis, demonstrated ...

  • Lucile Packard Children's Hospital

    Data Analyst

    2 weeks ago

    Lucile Packard Children's Hospital Palo Alto, United States

    **Information Technology** · **1.0 FTE, 8 Hour Day Shift** · At Stanford Children's Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our care ...

  • University of California , San Francisco

    Data Analyst

    3 weeks ago

    University of California , San Francisco San Francisco, United States

    · Data Analyst · Division of General Internal Medicine (DGIM) · Full Time · 77364BR · Job Summary · This Data Analyst of the San Francisco Mammography Registry is responsible for all aspects of data collection, coding, mapping and management of risk factor and breast imaging ...

  • Aquent Talent

    Data Analyst

    4 weeks ago

    Aquent Talent San Francisco, United States

    We are seeking a skilled Data Analyst to join our Ecommerce Experience & Growth team, specializing in analyzing various metrics for our online business. As the data analyst for the team, you will delve into a broad range of data sources to derive actionable insights aimed at driv ...

  • Retail Apparel and Fashion

    Data Analyst

    2 weeks ago

    Retail Apparel and Fashion San Francisco, United States

    This is a remote position. Candidates must be willing to work in the PST time zone. · The maximum pay rate is $34/hour on W2. · Must-Haves: · Data Analyst experience · Analytical Skills · Proficiency in Adobe Analytics · Experience in Retail/e-commerce. · 3+ Years of Data Analys ...

  • Russell Tobin

    Data Analyst

    2 weeks ago

    Russell Tobin San Francisco, United States

    Position: Data Analyst · Contract: 7 Months (Extension Likely) · Location: San Francisco or Sunnyvale (Hybrid) · Pay Rate: $55-$65/HR (DOE) · Job Description: · ideal candidate will join the Data & Logistics team and be responsible for handling data analysis requests. · will be r ...

  • Jobot

    Data Analyst

    2 weeks ago

    Jobot San Francisco, CA, United States

    Data Analyst with Strong SQL and Databricks to work for Shipping Logistics Company · This Jobot Consulting Job is hosted by: Salary: $40 - $60 per hour · Shipping Logistics Company with strong growth track record · Fully remote role · We are seeking a dynamic and passionate Da ...

  • Aquent

    Data Analyst

    3 weeks ago

    Aquent San Francisco, United States

    Overview · Placement Type: · Temporary · Salary (USD): · $29.02 to $32.24 an hour DOE · Start Date: · We are seeking a skilled Data Analyst to join our Ecommerce Experience & Growth team, specializing in analyzing various metrics for our online business. As the data analyst fo ...

  • Django Rest Framework

    Data Analyst

    3 weeks ago

    Django Rest Framework San Francisco, United States

    People Data Labs is hiring a · Remote Data Analyst · About Us · At People Data Labs, we're committed to democratizing access to high-quality B2B data and leading the emerging DaaS economy. We empower developers, engineers, and data scientists to create innovative, compliant data ...