Lead, Portfolio Data Analyst

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. It unifies portfolio, market, and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. The platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

• Substantial experience in data analysis and product management with relevant finance domain-specific experience
• Experience with leading teams, cross-functional projects, and learning and development initiatives
• Proven ability to plan, design, and manage numerous processes, people, and projects simultaneously
• Effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
• Ability to work cross functionally to define functional and technical implementations to tackle business problems
• Understanding of high level data development concepts, data modeling, and ability to write and review technical requirements documents
• Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks, or other common financial services systems and applications

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in Poland
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
• Lead the team to accomplish goals aligned with the organisation’s business and culture objectives and hold self and team members accountable for meeting expectations
• Work with a variety of external financial data providers to develop and support the integration of their portfolio data into the platform
• Use understanding of existing data models to write technical requirements on how to transform raw data into functional content on the platform
• Analyze and onboard content from different sources into Addepar’s data integration ecosystem
• Partner with engineering, product management, and data operations to deliver high quality, timely, and reliable data solutions
• Understand Addepar’s products and clients and work with counterparts within the business to drive new and innovative opportunities to improve client experience

Applicants must have legal authorization to work in Poland on the first day of employment. Visa sponsorship is not available for this position.

Addepar is an equal opportunity employer committed to inclusion and providing reasonable accommodation for individuals with disabilities.

PHISHING SCAM WARNING: Addepar warns about phishing scams involving imposters posing as hiring managers. No job offers will be made without a formal interview process, and Addepar will not ask to purchase equipment or supplies as part of onboarding.