Investment Data Analyst

Addepar
Edinburgh
2 weeks ago
Create job alert

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

The Role

As an Investment Data Analyst, you will partner with clients to integrate and analyse multi-asset class portfolios, performance data, and market data from a wide range of sources. You’ll consult on investment workflows, ensuring accuracy and consistency, while collaborating closely with other Data Solutions Consultants and internal teams to deliver seamless client outcomes.

This role is ideal for someone who thrives at the intersection of finance and data, is solutions-oriented, and enjoys working directly with clients.

What You’ll Do
  • 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
Who You Are
  • 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
  • Experience with Python programming language is a bonus but not a requirement
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.

At Addepar, we are 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.


#J-18808-Ljbffr

Related Jobs

View all jobs

Investment Data Analyst

Senior Securities Data Analyst, Pricing & Custody Data, Investment Management

Senior Data Analyst – Data Quality & Insights (Hybrid, Glasgow)

Senior Data Analyst

Senior Data Analyst

Senior Data Analyst – Data Quality & Insights (Hybrid, Glasgow)

Subscribe to Future Tech Insights for the latest jobs & insights, direct to your inbox.

By subscribing, you agree to our privacy policy and terms of service.

Industry Insights

Discover insightful articles, industry insights, expert tips, and curated resources.

How to Write a Machine Learning Job Ad That Attracts the Right People

Machine learning now sits at the heart of many UK organisations, powering everything from recommendation engines and fraud detection to forecasting, automation and decision support. As adoption grows, so does demand for skilled machine learning professionals. Yet many employers struggle to attract the right candidates. Machine learning job adverts often generate high volumes of applications, but few applicants have the blend of modelling skill, engineering awareness and real-world experience the role actually requires. Meanwhile, strong machine learning engineers and scientists quietly avoid adverts that feel vague, inflated or confused. In most cases, the issue is not the talent market — it is the job advert itself. Machine learning professionals are analytical, technically rigorous and highly selective. A poorly written job ad signals unclear expectations and low ML maturity. A well-written one signals credibility, focus and a serious approach to applied machine learning. This guide explains how to write a machine learning job ad that attracts the right people, improves applicant quality and strengthens your employer brand.

Maths for Machine Learning Jobs: The Only Topics You Actually Need (& How to Learn Them)

Machine learning job adverts in the UK love vague phrases like “strong maths” or “solid fundamentals”. That can make the whole field feel gatekept especially if you are a career changer or a student who has not touched maths since A level. Here is the practical truth. For most roles on MachineLearningJobs.co.uk such as Machine Learning Engineer, Applied Scientist, Data Scientist, NLP Engineer, Computer Vision Engineer or MLOps Engineer with modelling responsibilities the maths you actually use is concentrated in four areas: Linear algebra essentials (vectors, matrices, projections, PCA intuition) Probability & statistics (uncertainty, metrics, sampling, base rates) Calculus essentials (derivatives, chain rule, gradients, backprop intuition) Basic optimisation (loss functions, gradient descent, regularisation, tuning) If you can do those four things well you can build models, debug training, evaluate properly, explain trade-offs & sound credible in interviews. This guide gives you a clear scope plus a six-week learning plan, portfolio projects & resources so you can learn with momentum rather than drowning in theory.

Neurodiversity in Machine Learning Careers: Turning Different Thinking into a Superpower

Machine learning is about more than just models & metrics. It’s about spotting patterns others miss, asking better questions, challenging assumptions & building systems that work reliably in the real world. That makes it a natural home for many neurodivergent people. If you live with ADHD, autism or dyslexia, you may have been told your brain is “too distracted”, “too literal” or “too disorganised” for a technical career. In reality, many of the traits that can make school or traditional offices hard are exactly the traits that make for excellent ML engineers, applied scientists & MLOps specialists. This guide is written for neurodivergent ML job seekers in the UK. We’ll explore: What neurodiversity means in a machine learning context How ADHD, autism & dyslexia strengths map to ML roles Practical workplace adjustments you can ask for under UK law How to talk about neurodivergence in applications & interviews By the end, you’ll have a clearer sense of where you might thrive in ML – & how to turn “different thinking” into a genuine career advantage.