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

Portfolio Data Operations Analyst
Addepar —Edinburgh
- Microsoft Excel
- SQL
- Communication skills
Quick apply
Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
13d
Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply
Supplier Change Analyst, RS&AM
Standard Life —Edinburgh
- From £34,100 a year
- Analysis skills
- Annual leave
4d
Strategic Pricing Analyst 2
IQVIA —West Lothian
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
- Employee discount
12h
Asbestos Analysts, Surveyors and Consultants - Livingston
Bradley Environment —Livingston
- £29,224.00 - £39,811.20 a year
- Overtime
- Driving
- IT
- Communication skills
- Annual leave
- Employee discount
Client Portfolio Manager
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
Quick apply
6d
Alts Data Ops Analyst
Addepar —Edinburgh
- Google Suite
- Microsoft Excel
- SQL
Quick apply
Senior Project Manager - Finance
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Military
- Analysis skills
- Project management
- Annual leave
Part-Time Qualified Laboratory Analyst - Livingston
Vadella —Livingston
- £14.00 - £14.49 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Laboratory experience
- Annual leave
- Employee discount
Quick apply
13d
Senior/Principal Wind Energy Yield Analyst
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Data analysis skills
- Master's degree
Product Manager - Reference Data
Addepar —Edinburgh
- SQL
- AI
- Python
Quick apply
Sr. Security Analyst
Addepar —Edinburgh
- Hybrid work
- AWS
- Analysis skills
- Communication skills
Quick apply
Project Director - Controls Analytics
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Leadership
Asbestos Consultant / Senior Asbestos Consultant
Tetra Tech —Edinburgh
- Hybrid work
- Analysis skills
- Travel
- Communication skills
Asbestos Consultant - Livingston
Vadella —Livingston
- £31,990 - £43,535 a year
- Weekend availability
- IT
- Communication skills
- Annual leave
- Employee discount
Quick apply
14d

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Client Delivery Advocate - Analyst
iCapital —Edinburgh
Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and…
13d
Sr. Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc. CFA or CPA is desirable.
Quick apply

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Portfolio Data Operations Analyst

Addepar -
Edinburgh

Quick apply

Job details

Qualifications

Jira
Microsoft Excel
Bloomberg
SQL
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].

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Refine Your Search

portfolio analyst jobs in edinburgh, edh

Portfolio Data Operations Analyst

Client Delivery Advocate - Analyst

Subject Matter Expert - Implementations

Supplier Change Analyst, RS&AM

Strategic Pricing Analyst 2

Asbestos Analysts, Surveyors and Consultants - Livingston

Client Portfolio Manager

Alts Data Ops Analyst

Senior Project Manager - Finance

Part-Time Qualified Laboratory Analyst - Livingston

Senior/Principal Wind Energy Yield Analyst

Product Manager - Reference Data

Sr. Security Analyst

Project Director - Controls Analytics

Asbestos Consultant / Senior Asbestos Consultant

Asbestos Consultant - Livingston

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