Addepar
Financial Services
Manager,PortfolioDataFeeds
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager, Portfolio Data Feeds at Addepar. Skills: Product strategy, Roadmap development, User stories, Cross-functional collaboration. Contribute to team goals. Supervise team of analysts”
Industry & Context.
Problem solving
No future visa sponsorship
What They're Looking For.
Must Have
5+ years in data analysis, 5+ years in product management, Finance domain-specific experience, Experience leading teams, Experience with cross-functional projects, Experience with learning and development initiatives, Ability to plan, design, and manage processes, Ability to plan, design, and manage people, Ability to plan, design, and manage projects, Ability to work cross functionally, Understanding of high level data development concepts, Understanding of data modeling, Ability to write technical requirements documents, Ability to review technical requirements documents, Legally authorized to work in the United States
Nice to Have
Excel proficiency preferred, VBA proficiency preferred, SQL proficiency preferred, Python proficiency preferred, Databricks proficiency preferred, Other common financial services systems proficiency preferred, Other common financial services applications proficiency preferred
What You'll Do.
Contribute to team goals
Supervise team of analysts
Develop process controls
Maintain process controls
Ensure quality standards
Ensure organizational expectations
Manage onboarding of individuals
Manage mentorship of individuals
Manage career development of individuals
Provide performance feedback
Provide learning opportunities
Provide growth opportunities
Lead team to accomplish goals
Align goals with business objectives
Align goals with culture objectives
Hold self accountable for expectations
Hold team accountable for expectations
Develop integrations with data providers
Support integration of portfolio data
Write technical requirements for data transformation
Transform raw data into functional content
Analyze content from different sources
Onboard content from different sources
Partner with engineering
Partner with product management
Partner with data operations
Deliver reliable data solutions
Understand Addepar products
Understand Addepar clients
Drive new opportunities
Drive innovative opportunities
Improve client experience
How You'll Work.
Team & Collaboration
Cross-functional projects; Cross-functional teams; Engineering teams; Product management teams; Data operations teams
Process & Methodology
Project management, Process management
Full Job Description
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 and São Paulo. The Role We are currently seeking a Lead, Product Manager to join our Portfolio Data Feeds team in Salt Lake City. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, 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. The current range for this role is $147,000 - $184,00 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U. S
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