Portfolio Analytics Architect (Investment Management)

The role

The Portfolio Analytics Architect leads the end-to-end data validation process with clients for data conversion projects. This role involves developing scalable data analytics processes in Databricks and writing custom Python logic to detect data anomalies.

What you will do

• 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
• Review, compare and document system calculation methodologies differences
• Coordinate across project teams communicating regular status updates
• Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership
• Prioritize and context-switch effectively to complete simultaneous projects
• Identify and implement AI-driven automation and LLM integrations to streamline implementation

Required qualifications

• 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

• Base salary
• Bonus
• Equity
• Benefits

Before you apply

• Must be legally authorized to work in the United States for any employer 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.