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Portfolio Data Discovery Analyst at Addepar | JobVerse
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Portfolio Data Discovery Analyst
Addepar
Remote
Website
LinkedIn
Portfolio Data Discovery Analyst
United States
Full Time
5 days ago
$103,000 - $161,000 USD
H1B Sponsor
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Key skills
AWS
Python
SQL
R
Databricks
Jira
Confluence
Project Management
About this role
Role Overview
Serve as a high-impact data specialist with project management skills
Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met
Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status
Manage 6–8 discovery projects concurrently
Complete 80% of discovery projects within a three-month window
Transition projects to the product build team for execution once discovery is complete
Requirements
At least 3 years of experience in data analysis and project management
Extensive knowledge of marketable securities (Stocks, bonds, options, mutual funds, ETFs) and their lifecycle
Familiarity with alternative assets (Private equity, hedge funds) is highly preferred
Ability to query data using SQL, Python, or R within Databricks to validate file contents
Proficiency in Jira and Confluence for task tracking and documentation
Familiarity with diverse file formats (XML, JSON, Delimited, Fixed Width, etc.) and transmission methods (SFTP, API, AWS-managed systems)
Must be legally authorized to work in the United States without requiring current or future visa sponsorship.
Tech Stack
AWS
Python
SQL
Benefits
Addepar takes a market-based approach to pay
bonus
equity
benefits
Apply Now
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