Addepar · 2 weeks ago
Portfolio Analytics Architect
United States
Full-time
Remote
Mid Level
$103K/yr - $129K/yr
2+ years expAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects, focusing on developing scalable data analytics processes and ensuring high-quality results.
FinanceFinTechSaaSSoftwareFinancial Services
No H1B
Responsibilities
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
Facilitate recurring client sessions to track progress and steer the data validation project through to completion
Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual 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
Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership
Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
Identify and implement AI-driven automation and LLM integrations to streamline implementation
Qualification
Required
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
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting 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 News
2026-05-22
2026-05-22
Company data provided by crunchbase