Addepar · 4 months ago
Investment Data Analyst
Salt Lake City, UT
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $112K/yr
2+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. As an Investment Data Analyst, you will partner with clients to integrate and analyze multi-asset class portfolios and performance data, ensuring accuracy and consistency while collaborating with internal teams.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Translate unique client requirements into flexible and scalable investment data solutions
Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability
Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
Identify and drive opportunities to improve processes, tools, and data quality standards
Communicate proactively and professionally with clients and internal stakeholders
Qualification
Required
Minimum 2+ years of experience working in technology, finance, or consulting
Deep understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Solution-oriented mentality and passion for problem-solving
Excellent communication, organizational, and time-management skills
Strong work ethic, proactive, and a high-contributing teammate
Highly organized with close attention to detail, driven to make processes more efficient
Independent, adaptable, and able to thrive in a fast-paced environment
Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets
Preferred
Experience with Python programming language is a bonus but not a requirement
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
H1B Sponsorship
Addepar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (25)
2023 (25)
2022 (26)
2021 (19)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase