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 A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects.

The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success. 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 the data validation process end-to-end with the client and internal projects teams Develop scalable data analytics processes for validation in Databricks Write custom Python logic to detect large-scale data anomalies and automate remediation Facilitate recurring client sessions to track progress and steer the data validation project through to completion. Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues Review, compare and document system calculation methodologies differences Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership.

Who You Are

B.S in Finance, Mathematics, Statistics, Business or Economics 2+ years experience working in Technology, Finance, or Consulting Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals Working knowledge of REST APIs Experience with Databricks and/or a cloud-based distributed data platform Solution-oriented approach and a passion for problem solving Proven ability to research, design and implement solutions for complex problems Positive attitude, st