Lead Portfolio Analytics Architect

• 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.
• 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

• Demonstrated leadership and managerial ability with proven success leading teams, projects and cross-functional initiatives
• Bachelor’s degree in Finance, Mathematics, Statistics, Engineering, Business, Economics or a related field; CFA or FRM progress is a plus
• 5+ years experience working in Technology, Finance, Consulting, fund accounting or investment operations
• 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
• Clear written and verbal communication skills, with the ability to document complex findings, represent the team’s work to stakeholders and work effectively with colleagues across time zones
• Able to work hours that regularly overlap with teams in the US and UK
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with Salesforce

• 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 leads across regions 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

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

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.

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.