Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. As a Portfolio Data Operations Analyst, you will be responsible for ensuring clients have timely and high quality data, performing daily internal verification checks, and troubleshooting data pipeline issues. The role requires 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
Requirements
- 2+ years of work experience in the financial investment/advisory industry
- Deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems
- Strong attention to details and meticulous execution of established processes
- Excellent communication and interpersonal skills for engaging with internal and external data partners
- Consistent track record of multitasking and prioritizing effectively in a fast paced environment
- Team-oriented, proactive self-motivation, and forward thinking
- Willing to work flexible hours
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k Matching
- Retirement Plan
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