Addepar1 Portfolio Analytics Architect at Addepar responsible for leading data validation for client data conversion projects. Develops scalable analytics processes and writes Python logic to detect data anomalies.
Responsibilities
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 - $110,000 (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 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.
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
Facilitate recurring client sessions to track progress and steer the data validation project through to completion.
Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues
Review, compare and document system calculation methodologies differences
Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
Qualification
Proficiency in PythonWorking knowledge of REST APIsProven ability to researchPositive attitudeIndependent
Required
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
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
