Lead, Portfolio Data Analyst

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, Portfolio Data Analyst to join our Portfolio Data Feeds team in Poland. 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.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You'll Do

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in Poland
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
• Lead the team to accomplish goals that are aligned with the organisation's  business and culture objectives and hold self and team members accountable for meeting expectations
• Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform
• Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform
• Analyze and onboard content from different sources into Addepar's data integration ecosystem
• Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions
• Understand Addepar's products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience

Who You Are

• Substantial experience in data analysis and product management with relevant finance domain-specific experience
• Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously
• Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
• Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents
• Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications

Our Values 

• Act Like an Owner- Think and operate with intention, purpose and care. Own outcomes.
• Build Together- Collaborate to unlock the best solutions. Deliver lasting value. 
• Champion Our Clients- Exceed client expectations. Our clients' success is our success. 
• Drive Innovation- Be bold and unconstrained in problem solving. Transform the industry. 
• Embrace Learning- Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.