Portfolio analyst Work, Jobs in Leith, Edh (with Salaries)

Portfolio Data Operations Analyst
Addepar —Edinburgh
- Financial services
- Communication skills
Quick apply
Senior Commercial Analyst - Cards Existing Customer
Barclays —Edinburgh
- Engineering
- No degree
- Communication skills
Internal Audit Manager - Asset Management
Standard Life —Edinburgh
- £65,000 - £80,000 a year
- Travel
- Financial services
- Communication skills
- Annual leave
9d
Risk Analyst
Turner & Townsend —Edinburgh
- Full-time
Quick apply
Senior Lead Analyst
Royal London —Edinburgh
- Analysis skills
- Mentoring
- Training & development
- Annual leave
4d
Financial Risk Analyst
X-Orsystem —Edinburgh
- £82,000 a year
- Full-time
- In-person
- Banking
- Sick pay
Quick apply
4d
Finance Analyst - Advanced Products
Raytheon —Glenrothes
- Full-time
- Hybrid work
- In-person
- Communication skills
- Sick pay
11d
Product Manager - Reference Data
Addepar —Edinburgh
- AI
- Analytics
Quick apply
Part-Time Qualified Laboratory Analyst - Livingston
Vadella —Livingston
- £14.00 - £14.49 an hour
- Monday to Friday
- Microsoft Word
- Laboratory experience
- Communication skills
- Annual leave
- Employee discount
Quick apply
Strategic Pricing Analyst 2
IQVIA —West Lothian
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Bachelor's degree
- Employee discount
SOC Analyst
BeyondTrust —Edinburgh
- Remote
- Master's degree
- Scripting
- AI
- Employee assistance programme
- Life insurance
Quick apply
5d
Senior InfoSec Analyst Vulnerability Management
Charles River Laboratories —Tranent
- Full-time
- Computer Science
- Bachelor's degree
- SDLC
5d
Project Director - Controls Analytics
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Business development
- Leadership
Senior Data Engineer – Data Integration & Microsoft Fabric
RSM UK —Edinburgh
- Full-time
- Hybrid work
- Azure
- Analysis skills
- Communication skills
Asbestos Consultant - Livingston
Vadella —Livingston
- £31,990 - £43,535 a year
- Weekend availability
- Computer skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Asbestos Consultant / Senior Asbestos Consultant
Tetra Tech —Edinburgh
- Hybrid work
- Analysis skills
- Travel
- Communication skills
Sr SOC Analyst
BeyondTrust —Edinburgh
- Remote
- Master's degree
- Scripting
- AI
- Employee assistance programme
- Life insurance
Quick apply
5d

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Portfolio Data Operations Analyst

Addepar -
Edinburgh

Quick apply

Job details

Qualifications

Technical troubleshooting
Stakeholder collaboration
Data quality analysis
Stakeholder liaison
Process improvement
Internal department liaison
Bloomberg
Data pipeline
Financial services
Multidisciplinary collaboration
Communication skills

Full job description

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

The Role

Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

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

Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed.
Complete and maintain operational workflows, and identify and implement opportunities for optimisation.
Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.
Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
Participate in broad company initiatives to stand up new product offerings and services.

Who You Are

Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
Demonstrates excellent attention to details and a passion for problem solving!
Outstanding communication and interpersonal skills for engaging with internal and external stakeholders.
Proven track record of multitasking and prioritising effectively in a fast paced environment.
Very team-oriented, balanced, and forward thinking.
Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, 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 [email protected].

Quick apply

Refine Your Search

portfolio analyst jobs in leith, edh

Portfolio Data Operations Analyst

Senior Commercial Analyst - Cards Existing Customer

Internal Audit Manager - Asset Management

Risk Analyst

Senior Lead Analyst

Financial Risk Analyst

Finance Analyst - Advanced Products

Product Manager - Reference Data

Part-Time Qualified Laboratory Analyst - Livingston

Strategic Pricing Analyst 2

SOC Analyst

Senior InfoSec Analyst Vulnerability Management

Project Director - Controls Analytics

Senior Data Engineer – Data Integration & Microsoft Fabric

Asbestos Consultant - Livingston

Asbestos Consultant / Senior Asbestos Consultant

Sr SOC Analyst

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