Addepar · 21 hours ago
Manager, Portfolio Data Operations
New York, NY
Full-time
Onsite
Mid, Senior Level
$128K/yr - $200K/yr
5+ years expAddepar is a global technology and data company that empowers investment professionals with informed guidance for their clients. The Data Operations Manager will oversee daily operational workflows, manage a team of analysts, and ensure high-quality data for clients while collaborating with various departments to enhance operational efficiency.
FinanceFinTechSaaSSoftwareFinancial Services
No H1B
Responsibilities
Serve as a "player/mentor" who will contribute to and supervise a team of Portfolio Data Operations Analysts in Edinburgh
Oversee and manage daily operational workflows for portfolio and aggregator data feeds, and help review, manage, and/or address client data inquiries and requests
Develop and maintain effective and efficient process controls and accurate metrics to ensure quality standards and interpersonal expectations are met
Partner with members of Product and Engineering to craft, test, and implement new processes and tooling features that improve data quality as well as optimise operational efficiency
Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
Lead the team to accomplish goals that are aligned with the organisation’s business and talent engagement objectives and hold self and everyone accountable for meeting expectations
Collaborate with leads of different organisations on new data related initiatives and product offerings
Qualification
Required
5+ years of knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems
Detailed in documenting information and standard methodologies and exhibits good follow through techniques
Consistent track record of planning, designing, and leading numerous processes, people and projects simultaneously
Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
Experienced with leading teams, cross-functional projects and learning and development initiatives
Outstanding communication and interpersonal skills for engaging with clients, custodial data providers, as well as internal partners
Forward looking and pragmatic on finding effective solutions to sophisticated complex issues
Preferred
Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
Vitruvian Partners,WestCapD1 Capital PartnersWestCap
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
Business Wire
2026-02-11
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase