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 and São Paulo.
Alts Data Operations is a newly launched Addepar team that focuses on Alternatives Investment Data. The team collects and validates information on private funds, private companies and other non-public investments. This data is used for our research projects on investment decision-making and deliver new research products on topics related to investing (e.g., briefs, working papers, journal articles, models). The R&I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to apply Addepar's proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors.
We are currently seeking an Alternatives Data Operations Analyst to join our growing presence in Edinburgh. This role will be dedicated to capturing and updating Alternatives data to power new innovations developed using a proprietary research platform. The platform aggregates over $7 Trillion in assets into an analytical data store that can be analyzed for new insights by researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The role is responsible for ensuring the platform has timely and high-quality data available. This will include oversight of the alternatives security master, data quality validations management, and workflow oversight.
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.
- Oversee and manage operational workflows for Alternative data processing.
- Develop and maintain effective process controls and accurate metrics to ensure quality standards.
- Partner with members of the Research team to implement and run data quality validations.
- Oversee the security master and security classification processes
- Prior experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems. Knowledge of alternatives is a big plus.
- Detailed in documenting and exhibits good follow-through techniques.
- Track record of effective problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
- Outstanding communication and interpersonal skills for working with clients, custodial data providers, as well as internal working partners.
- Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Python (Jupyter Notebook, Pandas, PySpark, etc.), Databricks, Bloomberg, Pitchbook, 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].
