🛠 Tech Stack

💼 About This Role

You'll integrate client portfolio data into Addepar's platform, working with data providers and internal teams to expand data capabilities. Your work will directly impact investment decisions for over $9 trillion in assets. This role offers the chance to build preeminent data solutions in wealth management.

🎯 What You'll Do

• Analyse and onboard portfolio data from various sources using SQL and Jupyter Notebooks
• Partner with engineering, product management, and data operations to deliver data solutions
• Integrate and support third-party data provider content into the platform
• Develop data aggregations and functionality based on client and user workflow needs

📋 Requirements

• Experience with financial data and investment concepts
• SQL proficiency for data analysis
• Strong communication and interpersonal skills for vendor and client interactions

✨ Nice to Have

• Experience with Jupyter Notebooks for data analysis
• Knowledge of portfolio management or wealth management domain

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 💻 Remote work options
• 📈 Equity opportunities
• 🏥 Health insurance
• 📚 Learning & development support

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min