Lead, Portfolio Analytics Architect

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 Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. 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 $114,000- $142,000 + 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. on their first day of employment.

What You’ll Do

Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach"

Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment

Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows

Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution

Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning

Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees

Coach, mentor, and develop staff, including overseeing new employee onboarding

Delegate responsibility and expect accountability and regular feedback from your team

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

Identify and implement AI-driven automation and LLM integrations to streamline implementation

Leadership and Execution

Lead internal management and strategic initiatives to grow the Data Analytics practice

Amplify the mandate of the team and help execute on the team strategy

Partner with other leads to optimize team and process efficiency

Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance

Prioritize and context-switch effectively to ensure the completion of simultaneous projects

Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions

Occasional travel required

Who You Are

Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.

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, strong work ethic, proactive and a high contributing team player

Independent, adaptable and can thrive in a fast-paced environment

Excellent communication and presentation skills, with proficiency in handling client objections

[Bonus] Previous experience in investment management software implementations

[Bonus] Previous experience with Salesforce

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.

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.