Insights Lead in Edinburgh

Project Manager – Capital Markets Location: Edinburgh (Hybrid) | Practice Area: Capital Markets | Type: Permanent Help Shape Platform-Led Change in Financial Services The Role We’re looking for experienced Project Managers with deep insight into the business and operating models of wealth managers, asset managers, and investment platforms. You’ll work closely with top-tier clients on complex platform transformation and migration programmes—often involving systems like Aladdin, Avaloq, Cinqor, FNZ, and Charles River. This role requires not just project management skills, but a hands-on understanding of how investment firms run front to back. You'll also be expected to leverage approved AI tools, automation, and AI-enabled workflows to enhance project delivery, reporting, planning, and decision-making, while applying appropriate human judgement and governance throughout the project lifecycle. What You’ll Do Lead platform change and migration projects across front office, operations, and technology functions. Deliver end-to-end regulatory or strategic change across multiple workstreams and stakeholders, using AI-enabled ways of working where appropriate to improve delivery efficiency and insight. Own project governance, tracking and reporting—ensuring transparency and proactive risk management, leveraging approved AI tools and automation to support reporting, monitoring, and project controls while maintaining appropriate review and oversight. Collaborate with internal teams and client stakeholders to align priorities and ensure successful outcomes. Guide and support client teams through change adoption, training, and business readiness, championing responsible adoption of AI-enabled ways of working where aligned to client and organisational standards. What We’re Looking For Proven experience as a Project Manager in Capital Markets. Solid exposure to investment platforms or products—particularly Aladdin, Avaloq, Cinqor, FNZ, or Charles River. S

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 Role We are seeking a versatile Talent Sourcer to join our global recruiting team and drive our hiring efforts across a wide range of functions. In this role, you will work closely with recruiters and hiring managers to identify and connect with top talent, ensuring a high-quality, diverse pipeline of candidates for our open positions across EMEA. While you will support a broad spectrum of roles, including GTM, Services, R&D, and G&A, you will operate as an agile member of the Talent team, pivoting between departments as business needs shift. You will be responsible for market mapping, talent pipelining, and executing data-driven outreach strategies to engage passive candidates in a competitive landscape across EMEA. What You’ll Do Strategic Partnership: Partner with hiring managers and recruiters to deeply understand the requirements and nuances of roles across GTM, Services, R&D, and G&A Full-Spectrum Sourcing: Build robust talent pipelines across multiple business units, maintaining the flexibility to shift focus based on evolving regional priorities Engagement & Outreach: Utilise tools such as Greenhouse and LinkedIn Recruiter to develop personalised, high-conversion outreach that clearly communicates our value propo