Addepar
Finance
Lead,PortfolioAnalyticsArchitect
“Lead, Portfolio Analytics Architect at Addepar. Skills: Portfolio Analytics, Data Validation, Team Leadership, Python. Lead a team of Portfolio Analytics Architects. Perform projects as a player/coach”
What You'll Achieve.
Deliver results in adherence with project deadlines; Meeting high quality standards; Take ownership of our clients success; Meeting Addepar’s expectations for productivity, quality, and goal accomplishment
Industry & Context.
Motivation to work on data problems; Hands-on approach to solving problems; Solution-oriented approach; Passion for problem solving; Research, design and implement solutions for complex problems
Occasional travel required, Must have, and maintain, the right to work in the United Kingdom
What They're Looking For.
Must Have
B. S in Finance, Mathematics, Statistics, Business or Economics, 2+ years experience working in Technology, Finance, or Consulting, Proficiency in Python, Spark, and/or SQL, Familiarity of ETL fundamentals, Working knowledge of REST APIs, Experience with Databricks, Experience with a cloud-based distributed data platform
Nice to Have
Previous experience in investment management software implementations, Previous experience with Salesforce
What You'll Do.
Lead a team of Portfolio Analytics Architects
Perform projects as a player/coach
Ensure team has proper objectives
Identify and drive process improvements
Develop employees using performance management
Provide effective performance feedback
Delegate responsibility and expect accountability
Lead data validation process end-to-end
Develop scalable data analytics processes
Write custom Python logic
Identify and implement AI-driven automation
Lead internal management initiatives
Partner with other leads
and execution consistency
Hone ability to drive results
Manage team performance
Prioritize and context-switch effectively
Contribute to best practices
Ensure consistent and quality delivery
How You'll Work.
Team & Collaboration
Work collaboratively with internal teams; Partner with other leads to optimize team and process efficiency; Collaborate on best practices
Communication Scope
Outstanding communication skills; Excellent communication and presentation skills; Proficiency in handling client objections
Process & Methodology
Lead client initiatives, Manage team performance, Drive prioritization, Manage simultaneous projects
Applying for this Lead, Portfolio Analytics Architect role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Addepar?
Real rants from real employees. Read before you apply.