Addepar-posted about 22 hours ago
$51,000 - $64,000/Yr
Full-time • Entry Level
Salt Lake, UT
1,001-5,000 employees

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. We are looking for a Data Validation Specialist to join our team and support the data conversion for new Addepar clients. This role involves cross-referencing large sets of financial data between spreadsheets and systems, helping to ensure accuracy during onboarding. You’ll play a key part in identifying and tracking any inconsistencies, with clear documentation and attention to detail being the most important parts of the job. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right. The current range for this role is $51,000 - $64,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

  • Dive Deep into Data: Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps
  • Document and Log: Thoroughly document and log all your findings in a clear, standardized format
  • Collaborate: Work closely with Project Leads who will guide your research and analysis and act as the main point of contact for our clients
  • Manage Multiple Projects: Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
  • Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
  • 1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance
  • Strong organizational skills with a focus on accuracy and consistency
  • Ability to work independently and as part of a collaborative team environment
  • Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
  • Quick to learn new systems and follow structured processes for data navigation and validation.
  • Effective time management skills and the ability to balance multiple priorities.
  • Familiarity with financial data is a plus, but not required.
  • bonus
  • equity
  • benefits
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