Portfolio Analytics Architect

1 hour, 4 minutes ago
Full-time
Junior
Data Science and Analytics
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Lead the end-to-end data validation process with clients and internal project teams.
  • Develop scalable data analytics processes for validation in Databricks.
  • Write Python logic to detect large-scale data anomalies and automate remediation.
  • Facilitate recurring client sessions to track progress and drive projects to completion.
  • Research and resolve portfolio data performance discrepancies and recommend fixes for manual data issues.
  • Review, compare, and document differences in system calculation methodologies.
  • Coordinate cross-functional project communication and provide regular status updates.
  • Escalate key impediments and mitigate project risks with stakeholders and executive leadership.
  • Manage multiple simultaneous projects and prioritize effectively to meet deadlines.
  • Identify and implement AI-driven automation and LLM integrations to streamline implementation.

Requirements

  • B.S. in Finance, Mathematics, Statistics, Business, or Economics.
  • 2+ years of experience in Technology, Finance, or Consulting.
  • Hands-on experience 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 with ETL fundamentals.
  • Working knowledge of REST APIs.
  • Experience with Databricks and/or a cloud-based distributed data platform.
  • Proven ability to research, design, and implement solutions for complex problems.
  • Excellent communication and presentation skills, including the ability to handle client objections.
  • Positive attitude, strong work ethic, and ability to work independently in a fast-paced environment.
  • Must be legally authorized to work in the United States without current or future visa sponsorship and able to begin work on the first day of employment.

Benefits

  • Base salary range of $103,000 - $129,000 plus bonus, equity, and benefits.
  • Market-based pay determined by role, experience, qualifications, work location, and market conditions.
  • Equal opportunity employer with a welcoming, inclusive environment.
  • Reasonable accommodations provided for applicants and employees with disabilities.
  • Opportunity to work with a global company serving clients across many countries and offices.

Interested in this position?

Apply directly on the company website

Apply Now

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