Addepar · 1 day ago
Data Validation Specialist
Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Data Validation Specialist will support data conversion for new clients by cross-referencing financial data, ensuring accuracy during onboarding, and documenting findings.
Financial ServicesFinTechSaaSSoftware
Responsibilities
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
Qualification
Required
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
Effective time management skills and the ability to balance multiple priorities
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Preferred
Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase