Addepar
Financial Services
PortfolioAnalyticsArchitect
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Portfolio Analytics Architect at Addepar. Skills: Data validation, Python, Spark, Databricks. Lead data validation process. Develop scalable data analytics processes”
Industry & Context.
Problem solving; Research solutions; Design solutions; Implement solutions
Authorized to work in US, No visa sponsorship
What They're Looking For.
Must Have
B. S in Finance, Mathematics, Statistics, Business or Economics, 2+ years experience in Technology, Finance, or Consulting, Proficiency in Python, Spark, and/or SQL, Familiarity of ETL fundamentals, Working knowledge of REST APIs
Nice to Have
PhD preferred, Databricks experience, Cloud-based distributed data platform experience, Cloud platform certifications
What You'll Do.
Lead data validation process
Develop scalable data analytics processes
Write custom Python logic
Detect large-scale data anomalies
Facilitate client sessions
Steer data validation project
Research portfolio data performance discrepancies
Fix manual data issues
Review system calculation methodologies differences
Document system calculation methodologies differences
Coordinate across project teams
Communicate status updates
Mitigate project risks
Escalate key impediments
Context-switch effectively
Complete simultaneous projects
Identify AI-driven automation
Implement AI-driven automation
Identify LLM integrations
Implement LLM integrations
Streamline implementation
How You'll Work.
Team & Collaboration
Internal projects teams; Project teams; Executive leadership
Communication Scope
Client sessions; Status updates; Client objections
Process & Methodology
Project deadlines
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 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. 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 $103,000 - $129,000 (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
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