Website Addepar

Looking to build your career in portfolio analytics, wealth management, and financial data solutions? The latest Associate Portfolio Data Analyst opportunity at Addepar could be the perfect role for professionals who enjoy working with financial datasets, SQL, Python, portfolio management systems, and AI-driven investment technology platforms.

📌 Job Overview

  • Position: Associate Portfolio Data Analyst
  • Company: Addepar
  • Location: Pune District, Maharashtra, India
  • Work Mode: On-site
  • Job Type: Full-Time

🏢 About the Company

Addepar is a leading global data and AI-powered investment platform that helps financial professionals transform complex portfolio and market data into actionable insights.

The company supports more than 1,400 firms across nearly 60 countries and manages close to $9 trillion in assets through its advanced investment management ecosystem. Addepar’s platform integrates with hundreds of software, consulting, and data partners to provide end-to-end portfolio management and investment operations solutions.

With offices across major global financial hubs including New York, London, Pune, Dubai, Geneva, and São Paulo, Addepar continues to drive innovation in wealth management and financial technology.

💼 About the Role – Associate Portfolio Data Analyst

Addepar is currently hiring an Associate Portfolio Data Analyst for its Portfolio Data Feeds Team. This role focuses on integrating, managing, and optimizing portfolio data within Addepar’s investment management platform.

The selected candidate will collaborate with engineering teams, product managers, data providers, and operations teams to ensure high-quality and reliable financial data solutions for global clients.

This opportunity is ideal for professionals interested in:

  • Wealth Management
  • Portfolio Analytics
  • Financial Data Operations
  • Investment Technology
  • SQL & Python-Based Data Analysis
  • AI-Powered Financial Platforms

🚀 Key Responsibilities – Associate Portfolio Data Analyst

📊 Portfolio Data Analysis

  • Analyze and onboard portfolio data from multiple financial sources.
  • Work with SQL, Jupyter Notebooks, and other analytical tools for data integration.

🔗 Data Integration & Operations

  • Support the integration of third-party financial data providers into Addepar’s ecosystem.
  • Ensure timely, accurate, and high-quality portfolio data delivery.

🤝 Cross-Functional Collaboration

  • Partner with engineering, product management, and operations teams.
  • Coordinate with vendors, internal stakeholders, and financial data partners.

⚙️ Workflow & Product Improvements

  • Develop workflow solutions and improve portfolio data management systems.
  • Support product enhancements related to financial data aggregation and user workflows.

📈 Financial Data Innovation

  • Contribute to the improvement of Addepar’s financial concordance solutions.
  • Help strengthen the company’s role in investment data integration and analytics.

🎯 Required Skills & Qualifications – Associate Portfolio Data Analyst

📚 Educational Background

  • Business-related degree preferred.
  • Fresh graduates with relevant finance knowledge may also apply.

💡 Experience Required

  • Minimum 1+ years of experience working with financial or investment-related data.

💻 Technical Skills

Candidates with knowledge in the following tools and technologies will have an advantage:

  • Excel
  • SQL
  • Python
  • PySpark
  • Databricks
  • Financial Services Systems
  • Portfolio Management Platforms

📈 Domain Knowledge

Strong understanding of:

  • Stocks
  • Bonds
  • Securities
  • Wealth Management
  • Portfolio Management Concepts

🗣 Soft Skills

  • Good communication and interpersonal skills.
  • Ability to work with clients, vendors, and cross-functional teams.

🌟 Why Join Addepar?

Working at Addepar offers exposure to:

  • Global financial technology platforms
  • AI-powered investment analytics
  • Large-scale portfolio management systems
  • Modern data engineering and analytics tools
  • International wealth management operations
  • Collaborative and innovation-driven work culture

Professionals passionate about finance, technology, and data-driven decision-making can gain strong industry exposure through this opportunity.

🏆 Addepar Core Values

✅ Act Like an Owner

Take ownership of outcomes with purpose and accountability.

🤝 Build Together

Collaborate across teams to deliver impactful solutions.

🎯 Champion Our Clients

Focus on delivering exceptional value and client success.

🚀 Drive Innovation

Encourage bold thinking and transformational ideas.

📘 Embrace Learning

Continuously learn, grow, and adapt with a growth mindset.

📍 Important Note

  • Applicants must have legal authorization to work in the respective country from the first day of employment.
  • Visa sponsorship is not available for this position.

🔗 Apply Now

Interested candidates can apply through the official career portal or the company’s professional hiring platform.

This is an excellent opportunity for aspiring financial data analysts and portfolio analytics professionals looking to build a career in investment technology, wealth management, and AI-powered financial platforms.

To apply for this job please visit remotejobhiring.com.