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 ...
51 Addepar Financial Analyst Jobs Hiring Near You
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 ...
Data Solutions Consultant
New York, NY · On-site
$85K - $105K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... The ideal candidate will have exceptional analytical and communication skills, thrive in a fast ...
Data Solutions Consultant
New York, NY · On-site
$85K - $105K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... The ideal candidate will have exceptional analytical and communication skills, thrive in a fast ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... analytics infrastructure, warehousing solutions, and operating tools. The Reference Data Team is ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... analytics infrastructure, warehousing solutions, and operating tools. The Reference Data Team is ...
Sr. Software Engineer - Analytics Platform
$158K - $197K/yr
The Role Join Addepar's innovative data and intelligence initiatives! We're seeking a Senior ... financial domain * [Bonus] PySpark and Databricks experience (or similar technologies with a ...
Sr. Software Engineer - Analytics Platform
$158K - $197K/yr
The Role Join Addepar's innovative data and intelligence initiatives! We're seeking a Senior ... financial domain * [Bonus] PySpark and Databricks experience (or similar technologies with a ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Robust analytical and problem solving skills * Experience with data processing and analysis using ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Robust analytical and problem solving skills * Experience with data processing and analysis using ...
Growth Marketing Manager - SFOs
$94K - $148K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign ...
Growth Marketing Manager - SFOs
$94K - $148K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign ...
Enterprise Sales Engineer
Manhattan, NY · On-site
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 ...
Enterprise Sales Engineer
Manhattan, NY · On-site
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 ...
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 ...
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 ...
Field Engineer
New York, NY · On-site
$119K - $149K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... onboarding and analytics * Translate ambiguous client requirements into flexible, scalable ...
Field Engineer
New York, NY · On-site
$119K - $149K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... onboarding and analytics * Translate ambiguous client requirements into flexible, scalable ...
Director, Head of Demand Generation
New York, NY · On-site
$189K - $236K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Measuring and analyzing performance with robust KPI tracking and analytics to measure campaign ...
Director, Head of Demand Generation
New York, NY · On-site
$189K - $236K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Measuring and analyzing performance with robust KPI tracking and analytics to measure campaign ...
Ecosystem Marketing Manager
New York, NY · On-site
$94K - $148K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign ...
Ecosystem Marketing Manager
New York, NY · On-site
$94K - $148K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Strong organizational and analytical skills, with a proven track record of maintaining accuracy in ...
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Strong organizational and analytical skills, with a proven track record of maintaining accuracy in ...
Sr. Solutions Engineer- Institutions
New York, NY · On-site
$146K - $182K/yr
... of financial software and the investment management industry to position Addepar as a mission ... Deep domain expertise in investment management and analysis across LPs and GPs You understand where ...
Sr. Solutions Engineer- Institutions
New York, NY · On-site
$146K - $182K/yr
... of financial software and the investment management industry to position Addepar as a mission ... Deep domain expertise in investment management and analysis across LPs and GPs You understand where ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Experience in learning analytics and the ability to glean insights from enablement tools and create ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Experience in learning analytics and the ability to glean insights from enablement tools and create ...
Sales Enablement Specialist
Manhattan, NY · On-site
$68K - $106K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Experience in learning analytics and the ability to glean insights from enablement tools and create ...
Sales Enablement Specialist
Manhattan, NY · On-site
$68K - $106K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Experience in learning analytics and the ability to glean insights from enablement tools and create ...
Sr. Software Engineer - AI/ML - AI Platform
Manhattan, NY · On-site
$134K - $177K/yr
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 ...
Sr. Software Engineer - AI/ML - AI Platform
Manhattan, NY · On-site
$134K - $177K/yr
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 ...
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 ...
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 ...
Staff Security Engineer
New York, NY · On-site
$199K - $249K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Attention to details and analytical skills. * Curious, always learning and deeply interested in ...
Staff Security Engineer
New York, NY · On-site
$199K - $249K/yr
... financial information into actionable intelligence. Addepar unifies portfolio, market and client ... Attention to details and analytical skills. * Curious, always learning and deeply interested in ...
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 ...
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 ...
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... S in Finance, Mathematics, Statistics, Business or Economics * 2+ years experience working in ...
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... S in Finance, Mathematics, Statistics, Business or Economics * 2+ years experience working in ...
Addepar Jobs Information
What is it like to work at Addepar?
Addepar is a technology company that prioritizes innovation and collaboration, fostering a culture of open communication and teamwork among its employees. The company's mission-driven approach is reflected in its work environment, where employees are encouraged to contribute to the development of cutting-edge financial technology solutions that empower wealth management professionals. Working at Addepar may appeal to candidates who are passionate about technology and finance, and who are looking for a dynamic and challenging work environment that offers opportunities for growth and professional development.
What makes Addepar an attractive place to work?
Addepar is a leading fintech company that provides a comprehensive wealth management platform, positioning itself at the forefront of the industry's digital transformation. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with a focus on delivering cutting-edge solutions and fostering a supportive team environment. Joining Addepar offers opportunities for professionals to make a meaningful impact, drive growth, and develop their skills in a dynamic and rapidly evolving field.
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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.
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.
About Addepar
Sourced by ZipRecruiter
Industry
Software development
Company size
501 - 1,000 Employees
Headquarters location
Mountain View, CA, US
Year founded
2008