City of Edinburgh, Scotland, United Kingdom · On-site
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 por…
Skills: Python, ETL, Data Migration, Financial Product Modeling, Analytical Skills
pune, Maharashtra, India · On-site
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 por…
Skills: Java, Backend Development, Relational Databases, Non-relational Datastores, CI/CD
City of Edinburgh, Scotland, United Kingdom · On-site
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 por…
Skills: Project Management, Financial Services, Consulting, Data Conversion, Client Relationship Management
London, England, United Kingdom · On-site
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 por…
Skills: Client Success Management, Strategic Planning, Revenue Growth, Enterprise Account Management, Financial Services Knowledge
Singapore · On-site
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 por…
Skills: Client Success Management, Strategic Planning, Revenue Growth, Enterprise Account Management, Wealth Management Operations
United States · Remote OK
$128k–$160k/yr
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 por…
Skills: Software Sales, SaaS, Wealth Management, Finance Industry, Salesforce
Dubai, Dubai, United Arab Emirates · On-site
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 por…
Skills: SaaS Sales, Wealth Management, Lead Qualification, Prospecting, Product Demonstrations
pune, Maharashtra, India · Hybrid
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 por…
Skills: Market Data Operations, Financial Data Management, SQL, Data Analysis, Vendor Management
Geneva, Geneva, Switzerland · On-site
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 por…
Skills: SaaS Sales, Lead Qualification, Strategic Sales Planning, CRM, Product Demonstrations
London, England, United Kingdom · On-site
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 por…
Skills: Consultative Selling, Pipeline Management, Executive Engagement, Negotiation, Strategic Planning
Singapore · Remote OK
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 por…
Skills: Outbound Sales, Business Development, Lead Qualification, Account Intelligence, Strategic Prospecting
Salt Lake City, Utah, United States · On-site
$59k–$74k/yr
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 por…
Skills: Client Support, Data Analysis, Root-Cause Analysis, Communication, Time Management
New York, New York, United States · Remote OK
$102k–$160k/yr
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 por…
Skills: Marketo Architecture, Salesforce Integration, Databricks, Lead Lifecycle Management, AI-Driven Workflows
United States · Remote OK
$159k–$199k/yr
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 por…
Skills: Product Marketing, B2B SaaS, Market Research, Value Proposition Development, Messaging and Positioning
New York, New York, United States · On-site
$84k–$131k/yr
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 por…
Skills: Event Strategy, Portfolio Planning, Booth Design, Vendor Management, Pipeline Generation
New York, New York, United States · On-site
$94k–$148k/yr
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 por…
Skills: Event Strategy, Program Management, Content Development, Stakeholder Management, Budget Management
Canada · Remote OK
$70k–$88k/yr
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 por…
Skills: Financial Reporting, Financial Modeling, Pigment, Excel, Google Sheets
United States · Remote OK
$128k–$160k/yr
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 por…
Skills: Software Sales, SaaS, Wealth Management, Finance Industry, Salesforce
Salt Lake City, Utah, United States · On-site
$90k–$140k/yr
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 por…
Skills: Solution Design, Implementation Architecture, Client Onboarding, Project Management, Python
pune, Maharashtra, India · Hybrid
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 por…
Skills: Leadership, Data Operations, Financial Services, Securities Modeling, Post-Trade Processing
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The role involves integrating client portfolio data into the Addepar platform and consulting on complex data challenges. Responsibilities include leading ETL projects for historical data and improving internal tooling to scale workflows.
Candidates need at least 2 years of experience in technology, finance, or consulting with proficiency in Python. Experience with financial products and securities modeling is required.
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, Singapore and São Paulo.
A Data Migration Specialist is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Migration Specialist, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced environment, and bring a solutions oriented approach to all problems they encounter.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
Our Values
In addition to our core values, Addepar is 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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
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 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 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, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
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 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 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, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
