Lead, Data Validation Specialist (Investment Management)

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. The Role We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding.

You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.

You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function. Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You’Ll Do

Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery Review and audit data validation projects to ensure adherence to standards and best practices Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability Develop and maintain documentation, templates, and standard operating procedures for data validation Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions Foster a team culture that values collaboration, learning, and a shared commitment to client success

Who You Are

Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field 3+ years of experience in data validation, financial operations, data quality assurance, or a related field 1+ year of people leadership or team coordination experience preferred Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments Excellent communication skills, with the ability to guide and influence across teams Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms Familiarity with financial data is a plus, but