Addepar-posted 4 months ago
$80,000 - $100,000/Yr
Salt Lake City, UT
1,001-5,000 employees

A Portfolio Performance Analyst (Portfolio Data Consultant) leads the end-to-end data validation process with clients for data conversion projects. 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 to project deadlines while meeting high-quality standards. They are passionate about understanding our client's needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our client's success.

  • Lead the data validation process end-to-end with the client and internal projects teams
  • Hold recurring training and working sessions with the clients throughout the data validation project until completion
  • Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
  • Review, compare, and document system calculation methodologies differences
  • Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
  • Raise key issues to project team members and senior leadership
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation
  • B.S in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years experience working in Finance and Technology
  • Understands financial markets and has experience with financial products and portfolio data
  • Positive attitude, strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
  • Experience programming in Python language is a plus
  • $80,000 - $100,000 + bonus + equity + benefits
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