Investment Data Analyst in Edinburgh With Sponsorship: Apply Now

Location
Edinburgh, United Kingdom

Type
Full time, Hybrid

Salary (£)
Competitive with excellent benefits

About Addepar
Addepar is a global technology and data company helping investment professionals make smarter, more precise decisions. With clients in over 50 countries and more than $8 trillion in managed assets, they bring clarity and confidence to complex financial data. Their open platform integrates with over 100 partners, delivering seamless experiences across software, services, and data ecosystems. In their Edinburgh office, you’ll join a collaborative global team dedicated to transforming how investors operate and advise clients.

Job details

Benefits

• Comprehensive Health Coverage supports your wellbeing and peace of mind.
• Flexible Work Model gives you autonomy with balance.
• Pension Scheme with strong company contributions for your future.
• Learning Opportunities to develop your technical and financial skills.
• Collaborative Culture that encourages ownership and shared success.

Requirements

• At least 2 years’ experience in technology, finance, or consulting.
• Solid understanding of financial instruments including equities, fixed income, derivatives, and alternatives.
• Skilled in handling complex investment datasets across multiple asset classes.
• Strong command of Excel with pivot tables, lookups, and data validation.
• Excellent communication and teamwork skills.
• Independent, adaptable, and detail-oriented with a solutions mindset.
• Experience with Python is a plus but not required.

Salary Details

Competitive salary with performance incentives, pension contributions, and learning support.

About the Role

As an Investment Data Analyst, you’ll sit at the crossroads of finance and technology, helping clients make sense of complex investment data. You’ll integrate multi-asset portfolios, performance metrics, and market data from various systems, ensuring accuracy and insight.

Every project brings new challenges. You’ll work closely with clients and internal teams to design scalable data solutions, streamline workflows, and enhance reporting precision. Your work will help shape smarter investment strategies and build stronger client relationships, all within a fast-growing global platform that values curiosity, innovation, and collaboration.

Key Responsibilities

• Translate client requirements into practical data solutions that improve workflow and accuracy.
• Lead data conversion projects ensuring smooth migration from legacy systems.
• Collaborate with internal teams to deliver reliable and consistent client outcomes.
• Analyse and validate investment data to maintain integrity across portfolios.
• Advise clients on data best practices to drive better investment performance.
• Identify opportunities for process improvement that make data handling more efficient.

Disclosure and Barring Service Check

This role does not require a DBS check.

Certificate of Sponsorship

This role is eligible for Skilled Worker visa sponsorship for suitable candidates under the UK Home Office guidelines.

Equal Opportunity Statement

Addepar is an equal opportunity employer that values diversity and inclusion. They welcome applicants from all backgrounds and provide reasonable accommodations for individuals with disabilities throughout the hiring process.

Employer Details

• Company Name: Addepar
• Address: Edinburgh, United Kingdom
• Contact: TAinfo@addepar.com

Reference Number
ADD-IDA-2025

How To Apply
If you’re ready to combine data, technology, and finance in a role that truly matters, submit your application today and start shaping the future of investment management.