Lead, Portfolio Analytics Architect

Addepar•Salt Lake City, UT

22h•$114,000 - $142,000

About The Position

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open 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. A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

Requirements

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
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.

Nice To Haves

Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.
Previous experience in investment management software implementations
Previous experience with Salesforce

Responsibilities

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
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
Identify and implement AI-driven automation and LLM integrations to streamline implementation
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 other leads 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