Investment Data Analyst Job at Addepar (Salt Lake City)

Investment Data Analyst

Partner with clients to integrate and analyse multi-asset class portfolios, perf...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum of 2+ years’ experience working in technology, finance, or consulting
Strong 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
Solutions-oriented mindset and passion for problem-solving
Excellent communication, organisational, and time-management skills
Strong work ethic
proactive and a high-contributing team-mate
Highly organised with great 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)

Job Responsibility

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
Advise 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

Investment Data Analyst

We are currently seeking a highly skilled Investment Data Analyst and proficient...

Location

Romania , Bucharest

Salary:

Not provided

Allianz

Expiration Date

Until further notice

Requirements

Strong academic background (preferably Investments, Capital Markets, Accounting, Business Administration, Economics)
Good ability to interact with different stakeholders
Fundamental knowledge of capital markets (basic know-how about portfolio, funds, main financial instruments)
Experience in analytics and reporting
Skilled in applications and analytics of mass data
Basic experience in working with relational SQL Databases, or implementation of comparable data retrieval tools and PowerBI
Very good knowledge of MS Office, VBA is an advantage
Finance and IT affinity and process-oriented thinking
Fluent in German and English
CFA Institute or similar diplomas are a plus

Job Responsibility

Work with stakeholders to understand requirements and develop data-driven solutions
Develop and maintain data quality standards and processes to support reliable data analysis
Controlling and quality checks of ongoing data flow processes
Create reports, test changes, business 2nd level support
Perform process monitoring, data quality checks, overwrites and manual adjustments
Uploading of different types of data
Performing daily and monthly monitoring processes
Triggering and controlling implemented analytic processes
Producing, checking, and distributing reports and documents
Identification, evaluation, and implementation of potential optimization and automatization within your area

What we offer

Flexible hybrid working model
Counseling services
Mental health resources
Well-being sessions
Personalized benefits packages
Comprehensive medical subscriptions
Meal tickets
Private pensions plans
Life insurance
Allianz Tiriac insurance discounts

Fulltime

Data Analyst

We are looking for a highly organized, detail-oriented Data Analyst collaboratin...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University degree with a business/statistical/engineering background or any equivalent numerical degree
Fluent English
Computer literacy and experience in programming (e.g. R, Python)
Proactive, detail-oriented, and self-motivated
Strong verbal and written communication skills
Collaborative team player with a problem-solving mindset
Exceptional time management skills with the ability to meet deadlines
Adaptable to changing business needs and environments
Abide by Albourne Group’s policies and procedures
Comply with terms of Albourne Compliance Manuals

Job Responsibility

Establish external relationships with providers through effective communication
Data acquisition and processing
Detection of outliers, errors and delays
Assist in the production of the monthly newsletter and ad hoc data related research pieces
Maintain and update Albourne’s database and internally constructed indices
Collaborate closely with Investment Due Diligence strategy analysts and build strong working relationships with Data and Index teams
Visualize key data insights through dashboards or charts to support decision-making

What we offer

Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, diverse, and multi-cultural work environment

Fulltime

Alts Data Operations Analyst

The role is part of the Alternatives Data Ops team, responsible for the human-in...

Location

India , Pune

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Overall 3-10 years of experience working in similar role
Work experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems
Preferably with experience dealing with Alternatives (Private/Draw-down) Funds data, including knowledge of capital account statements, capital calls, and distribution notices
Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment
Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders
Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality
Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, and Salesforce
Willing to work flexible hours
Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Job Responsibility

Manage Alternatives Data processing for Addepar clients
Troubleshooting Private Fund statements processing exceptions
Modifying document data that has been incorrectly extracted by machine learning models
Partnering with Machine Learning Operations team to identify and relabel documents for model retraining
Engaging clients, GPs, or Fund Admins to address statement data related inquiries and issues
Onboard new clients to determine and establish the ownership structure of clients’ Private Fund positions
Help maintain Alternatives Data Operations workflow procedures and play-books
Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account related issues
Collaborate with Product and Engineering to implement new processes and tooling features

What we offer

Reasonable accommodation for individuals with disabilities

Fulltime

AIM Analyst - Investment Operations

This entry-level position in Allianz Investment Management (AIM) offers a unique...

Location

United States , Minneapolis

Salary:

55000.00 - 110000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, accounting, MIS, or related field
Ability to work independently and as part of a team
Curiosity, attention to detail, driven for solutions
Proficient in Excel
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Trade and Position Review: Facilitate the timely and accurate booking of trades and resulting positions
Cash Management: Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
Reconciliation: Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
Reporting: Generate reports to provide insight into investment performance, accounting, compliance and risk management
Process Improvement: Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Relationship Management: Building strong relationships internally and with asset managers is critical to the success of this role
Documentation and Reporting: Support the documentation of data governance processes and create reports to track progress on data quality initiatives and issue resolution
Data Governance Design and Maintenance: Assist in the design and ongoing maintenance of data governance frameworks
Data Quality Assurance: Participate in monitoring and evaluating data quality
Issue Resolution: Collaborate with business partners to address existing data issues

What we offer

a choice of comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
annual paid leave
an outstanding 401(k) company match
life insurance
onsite health center
child development center
fitness facility

Fulltime

Business & Data Analyst

Business & Data Analyst position at IKEA focusing on gathering insights from big...

Location

China , Shanghai

Salary:

Not provided

IKEA

Expiration Date

Until further notice

Requirements

Deep knowledge in commercial property business: operations, investment process, tenants performance, sales and visitation analysis, community and marketing
General knowledge of the alignment strategy that current the global and local business direction provide
Understanding of data science, new technologies, analytics and their wide ranging application in business context
Knowledge of IKEAs corporate identity, core values and vision of creating a better everyday life for the many people
Knowledge of Ingka Centres business tools, processes and cycles

Job Responsibility

Generate an MP performance overview and related business insights by analyzing data and insights from different functions
Coordinate various MP business-related meetings within the organization, follow up on key tasks as a coordinator, and facilitate communication on internal business-related topics
Support the MPM in local BPL planning, analyzing risks and possibilities in MP performance
Support the MPM in annual business planning and periodic performance evaluation by analyzing performance data and insights
Collaborate with IKEA to analyze store visitor numbers, conversion rates, sales trends, and their interdependencies with MP activities
Assist the MPM in receiving important visitors (government, SO, global, etc.)
Serve as the local contact window for communication with SO, manage the local public mailbox, organize the yearly kick-off meeting
Consolidate and manage MP-related documents, licenses, reports, and systems, and plan Duty Manager schedules

Fulltime

Private Market Data Analyst

A Private Market Data Analyst collaborates closely with the PM Investment Due Di...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

Strong understanding of financial statements, ratios, and performance metrics for Private Markets
Proactive, detail-oriented, and self-motivated
Exceptional time management skills with the ability to meet deadlines
Strong verbal and written communication skills
Collaborative team player with a problem-solving mindset
Adaptable to changing business needs and environments
A University Degree in Finance, Economics, Mathematics, or equivalent subject area
Fluent English & Computer literacy
Abide by Albourne Group’s policies and procedures
Comply with terms of Albourne Compliance Manuals

Job Responsibility

Establish fund manager relationships through effective communication
Data acquisition and processing (Cash flows/investment data/company metrics /newsletters)
Generate, review, and publish Private Markets Quantitative Due Diligence Report
Maintain and update Albourne’s database and internally constructed indices
Populate exposure data and maintain accurate client and internal databases
Collaboration with Investment Due Diligence strategy analysts
Prepare various data listings, reports, and summaries for internal and external stakeholders
Visualize key data insights through dashboards or charts to support decision-making

What we offer

Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, diverse, and multi-cultural work environment

Fulltime

Corporate Data Analyst

Fullpath is an AI-first tech company in the automotive space with hubs across th...

Location

Israel , Jerusalem

Salary:

Not provided

Fullpath

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Business Analytics, Data Science, or related field
2-3+ years of experience supporting Private Equity / Growth Equity / Investment Banking teams or similar, with a focus on analyzing high-growth SaaS companies
Expert-level Excel skills and demonstrated ability to build complex financial and analytical models
Experience with BI tools (Power BI, Google Looker Studio, Tableau) or programming languages (Python, R)
Proficiency in SQL or other data query languages is a plus
Solid understanding of SaaS business models, core metrics, and growth levers
Comfortable working with large, complex, and sometimes unstructured datasets to produce clarity and insights
Experience translating data insights into clear and concise business presentations
Strong analytical thinking, problem-solving aptitude, and rigorous attention to detail
Fluency in English required

Job Responsibility

Deliver a rigorous, insight-driven analysis of company metrics, using advanced data slicing, cohorting, and trend identification to surface the most favourable, decision-grade view of the business
Apply your prior experience analyzing SaaS and high-growth company data to Fullpath’s analytics and reporting efforts
Develop and maintain detailed company performance modules capturing SaaS metrics such as cohorts, NRR, GRR, CAC, LTV, and unit economics
Ingest, clean, and aggregate data from multiple internal and external sources, turning messy datasets into clear, impactful insights
Partner with C-level executives, product, finance, and operations teams to provide data-driven analyses that inform strategic planning and operational improvements
Translate complex data into compelling narratives and presentations tailored to both technical and non-technical stakeholders
Continuously improve data workflows, dashboards, and models, fostering a data-driven culture at Fullpath
Utilize experimentation and iterative approaches, incorporating AI tools and modern data analytics best practices to enhance outputs

What we offer

Join a passionate global team of forward-thinkers and innovators
Work directly with cutting-edge AI and data technologies integrated with platforms like Google, Microsoft, and Facebook
Make a real impact on a rapidly scaling, AI-first SaaS company shaping the automotive industry
Enjoy extensive opportunities for professional growth in a dynamic, startup environment that values initiative and ownership
Benefit from a clear career path focused on performance and development
Access a supportive culture committed to your success — regular feedback, KPI alignment, and personal growth
Take advantage of perks including Cibus meals and a vibrant office environment in Jerusalem or Tel Aviv

Fulltime

Investment Data Analyst

Addepar

Location:
United States , Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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Job Description:

Job Responsibility:

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Job Posted:
December 05, 2025