Portfolio Performance Analyst
AddeparSalt Lake City, Utah, United States • New York, New York, United States • Chicago, Illinois, United States • London, England, United Kingdom • City of Edinburgh, Scotland, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates
Posted August 26, 2025
80000 - 100000 USD year
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is a global technology company helping investment professionals provide data-driven insights. They are seeking a Portfolio Performance Analyst (Data Consultant) to lead end-to-end data validation for clients. This role involves understanding client needs, problem-solving, and delivering results while adhering to high standards.
Requirements
- B.S in Finance, Mathematics, Statistics, Business or Economics
- 2+ years of experience in Finance and Technology
- Strong understanding of financial markets and portfolio data
- Positive attitude, strong work ethic
- Excellent communication, organizational, and time-management skills
Benefits
- Bonus