Technical Data Analyst (India)

Who We Are Addepar is a global technology and data company that aids investment professionals in providing their clients with the most accurate, informed guidance. Over the past decade, hundreds of thousands of users in more than 40 countries have relied on Addepar to make smarter investment decisions and provide better advice. With over $4.5 trillion in assets, Addepar's platform aggregates portfolio, market, and client data. By integrating with more than 100 software, data, and service partners, Addepar's open platform offers a comprehensive solution for a wide variety of firms and uses. With offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland, and Pune, India, Addepar embraces a global, flexible workforce model. Marketplace and brokerage services are provided by Acervus Securities, Inc., an SEC registered broker-dealer and member of FINRA / SIPC. The Role A Technical Data Analyst at Addepar is responsible for conducting data migration, data conversion, and data validation projects for our clients using existing tools and established procedures. The job will involve executing data projects, coordinating with internal project groups, meeting project timelines, and spotting opportunities to improve our tools and procedures. The ideal candidate will have a solid understanding of financial portfolio data, a basic level of python programming skills, outstanding communication skills, and the ability to deliver quality results within given deadlines. What You'll Do - Convert, migrate, and validate data from external or internal sources using existing tools with defined procedures and workflows - Finish data projects punctually, meeting project deadlines while maintaining high quality standards - Communicate regularly with project teams, providing updates and effectively setting expectations for assigned data projects - Run python ETL scripts, modifying, repairing, or debugging as necessary - Escalate key issues to project team members and senior leadership as needed - Effectively prioritize and switch contexts to complete multiple projects simultaneously, seeing each one through to the end - Adhere to standard project management processes - Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation Who You Are - Have at least 2 years of experience working in technology and finance - Fluent in English - Experienced in working with colleagues across multiple global locations - Proficient in Python programming language and familiar with ETL concepts - Understands financial markets and has experience with financial products and portfolio data - Excellent written and oral communication skills capable of conveying complex information clearly - Solution-oriented attitude and a passion for problem-solving - Highly organized, detail-oriented, and driven to make processes more efficient - Positive attitude, strong work ethic, proactive, and a high contributing teammate - Independent, adaptable, and able to work with minimal supervision - Proven ability to manage expectations and provide regular updates to the project team and senior stakeholders 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. Aside from our core values, Addepar is proud to be an equal opportunity employer. We aim to bring together diverse ideas, experiences, skills, perspectives, backgrounds, and identities to drive innovative solutions. We are committed to creating a welcoming environment where inclusion and belonging are shared responsibilities. To ensure the health and safety of all Addepeeps and prospective candidates, we have implemented a virtual interview and onboarding process. We are dedicated to providing reasonable accommodations for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other employment benefits and privileges. Please contact us if you require accommodation. PHISHING SCAM WARNING: Addepar is one of several companies recently made aware of a phishing scam involving fraudsters posing as hiring managers and recruiting via email, text, and social media. The fraudsters are creating misleading email accounts, conducting remote "interviews," and extending false job offers to steal personal and financial information from unsuspecting individuals. Please be aware that Addepar will not extend any job offers 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 queries, please reach out to [email protected].