Manager, Data Validation Specialist (Investment Management)

The role

You will lead and mentor a team of Data Validation Specialists to ensure financial data accuracy during client onboarding. You will manage workflows, audit projects, and collaborate with cross-functional teams to drive process improvements.

What you will do

• Lead and mentor a team of Data Validation Specialists
• Manage team work allocation, prioritization, and execution
• Review and audit data validation projects
• Drive process improvements to increase data occurrence and reduce turnaround time
• Develop and maintain documentation, templates, and standard operating procedures
• Collaborate cross-functionally across global teams

Required qualifications

• Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
• 3+ years of experience in data validation, financial operations, data quality assurance, or a related field
• Strong organizational and analytical skills
• Excellent communication skills
• Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
• Process-oriented with a continuous improvement mindset and strong attention to detail

Nice to have

• 1+ year of people leadership or team coordination experience
• Familiarity with financial data

Benefits

• Base salary
• Bonus
• Equity
• Benefits

Before you apply

• Must be legally authorized to work in the United States without requiring current or future visa sponsorship
• Must be authorized to begin work in the U.S. on their first day of employment

About the company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.