Portfolio Performance Analyst

Job description

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. The Role: We are excited to be hiring our first Portfolio Performance Analyst (Portfolio Data Consultant in Edinburgh. This role is pivotal in leading data validation efforts for client portfolio conversions. You'll work closely with clients and internal teams to ensure the accuracy, completeness, and integrity of financial portfolio data throughout implementation projects. The ideal candidate will bring a strong grasp of investment and portfolio data, a problem-solving minds...