Portfolio Analytics Architect (Investment Management)

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who We Are</strong></span></p> <p>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.</p></div><h4><span style="text-decoration: underline;"><strong>The Role</strong></span></h4> <p>A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end 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 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.</p> <p>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 <span data-highlighted="true" data-vc="highlighted-text"><span class="_kqswh2mm"><span class="_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke" data-testid="definition-highlighter">H-1B</span></span></span>, <span data-highlighted="true" data-vc="highlighted-text"><span class="_kqswh2mm"><span class="_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke" data-testid="definition-highlighter">F-1</span></span></span>/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.</p> <h4><span style="text-decoration: underline;"><strong>What You’ll Do</strong></span></h4> <ul> <li>Lead the data validation process end-to-end with the client and internal projects teams</li> <li>Develop scalable data analytics processes for validation in Databricks </li> <li>Write custom Python logic to detect large-scale data anomalies and automate remediation</li> <li>Facilitate recurring client sessions to track progress and steer the data validation project through to completion.</li> <li>Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues</li> <li>Review, compare and document system calculation methodologies differences</li> <li>Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations</li> <li>Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership.</li> <li>Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line</li> <li>Identify and implement AI-driven automation and LLM integrations to streamline implementation</li> </ul> <h4><span style="text-decoration: underline;"><strong>Who You Are</strong></span></h4> <ul> <li>B.S in Finance,