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Addepar Performance Analyst Jobs (NOW HIRING)

Addepar

Portfolio Analytics Architect

Addepar is a global data and AI platform empowering investment professionals to turn complex ... data performance discrepancies and make recommendations on how to best fix manual data issues • ...

Addepar

Sr. Talent Program Manager - Early Careers

$118K - $147K/yr

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Track and analyze key metrics to measure the efficacy of university partnerships, using data-driven ...

Addepar

Ecosystem Marketing Manager

New York, NY · On-site

$94K - $148K/yr

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data ...

Addepar

Director, Head of Demand Generation

New York, NY · On-site

$189K - $236K/yr

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Measuring and analyzing performance with robust KPI tracking and analytics to measure campaign ...

Addepar

Manager, Portfolio Data Feeds

New York, NY · On-site

$147K - $184K/yr

... performance feedback and by providing learning and growth opportunities * Lead the team to ... Analyze and onboard content from different sources into Addepar's data integration ecosystem

Addepar

Growth Marketing Manager - SFOs

$94K - $148K/yr

... Addepar through data-driven performance marketing strategies and highly targeted acquisition ... Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign ...

Addepar

Ecosystem Marketing Manager

New York, NY · On-site

$94K - $148K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data ...

Addepar

Manager, Marketing Operations

New York, NY · On-site +1

$102K - $160K/yr

... analyst in a "fail-fast, learn-faster" high-growth culture. Addepar takes a market-based approach ... Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer.

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Addepar Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do addepar performance analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for addepar performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What does an Addepar Performance Analyst do?

An Addepar Performance Analyst is responsible for analyzing, reconciling, and reporting on investment performance data using the Addepar platform. They work with financial advisors, wealth managers, and clients to ensure data accuracy, resolve discrepancies, and provide insights into portfolio performance. Their work involves handling complex financial instruments, customizing reports, and supporting portfolio management decisions. Strong analytical skills and familiarity with financial data systems like Addepar are essential for this role.

What are some typical challenges faced by an Addepar Performance Analyst when working with complex investment portfolios?

Addepar Performance Analysts often encounter challenges when aggregating and reconciling data from multiple custodians and complex asset classes. Ensuring data accuracy and consistency across various reporting standards can be demanding, especially with alternative investments or illiquid assets. Analysts also need to collaborate closely with portfolio managers, client service teams, and technology partners to resolve discrepancies and deliver timely, high-quality performance reports. Staying organized and proactive in communication helps navigate these challenges effectively.

What are the key skills and qualifications needed to thrive as an Addepar Performance Analyst, and why are they important?

To thrive as an Addepar Performance Analyst, you need a solid background in finance, investment performance analytics, and data analysis, often supported by a relevant degree such as finance, economics, or mathematics. Familiarity with the Addepar platform, financial reporting tools, and proficiency in Excel or other data management systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data accurately and collaborate with clients and teams. These skills ensure precise performance reporting, informed decision-making, and high client satisfaction in a data-driven investment environment.

What are popular job titles related to Addepar Performance Analyst jobs?

For Addepar Performance Analyst jobs, the most frequently searched job titles are:

Infographic showing various Addepar Performance Analyst job openings in the United States as of June 2026, with employment types broken down into 7% As Needed, 73% Full Time, 6% Part Time, 5% Temporary, 4% Contract, and 5% Nights. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Portfolio Analytics Architect

Remote

Addepar
Software Development • 501 - 1,000 employees
Learn more about Addeparexternal

Full-time

Re-posted 4 days ago

Job description

Job Summary:
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Portfolio Analytics Architect is responsible for leading the data validation process with clients for data conversion projects, developing scalable analytics processes, and ensuring high-quality standards while collaborating with internal teams.
Responsibilities:
• 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
• Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership.
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Identify and implement AI-driven automation and LLM integrations to streamline implementation
Qualifications:
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
Company:
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. Founded in 2009, the company is headquartered in New York, USA, with a team of 1001-5000 employees. The company is currently Late Stage.

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