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Portfolio Data Analyst Intern - Summer 2027
Addepar
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Posted today
About this role
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 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 levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Program We are currently seeking a Portfolio Data Analyst Intern to join our Portfolio Data Feeds Product team in Edinburgh for Summer 2027. Being a part of the AddeU Internship Program, you will be working on meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included! As a Portfolio Data Analyst Intern, you will make meaningful contributions to the data feed operations that underpin Addepar's Enterprise and Hyperscaler clients. Interns have historically been valuable contributors, with many converting to full-time employees post-graduation. This role is based full-time in our Edinburgh office and requires in-person attendance for the duration of the internship. Dates are currently set for June - August 2027 but please advise your recruiter if you have any timing constraints. Relocation assistance is not offered. Please let us know if you need any adjustments to take part in the application process or the internship. 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. Applications are reviewed on a rolling basis between November 2026 and March 2027. We encourage you to apply early, as we may close the posting once the program is filled. What You'll Do * Work across the Portfolio Data Feeds team to support data feed onboarding, validation, and maintenance for enterprise clients * Analyse and troubleshoot data quality issues across portfolio data feeds * Support reconciliation workflows and data validation processes * Contribute to documentation and process improvement initiatives * Collaborate with senior analysts and engineers to learn the Addepar data stack Who You Are * Currently enrolled in a university or other post-secondary program * Currently pursuing a Bachelor's or Master's degree in Data Science, Computer Science, Finance, Mathematics, or a related field (penultimate or final year ideal, though all years are welcome to apply) * Able to commit to the full 12-week program, June 7th, 2027 - August 27th, 2027 * Proficiency in SQL and experience with at least one scripting language (Python preferred) * Strong analytical skills with attention to detail and data quality * Interest in financial data, portfolio management, or fintech * Excellent communication skills and ability to work collaboratively Our Values * Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. * Build Together - Collaborate to unlock the best solutions. Deliver lasting value. * Champion Our Clients - Exceed client expectations. Our clients’ success is our success. * Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. * Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 [ta-operations@addepar.com](mailto:tainfo@addepar.com).