Addepar

3 months ago

Lead, Portfolio Data Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Lead a Portfolio Data Feeds team in Poland, guiding product strategy and analytics, mentoring analysts, and delivering high-quality, timely data solutions by coordinating with engineering, data operations, and external data providers to transform raw data into valuable content for clients.

Location: Poland

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Manager level

Key Responsibilities

•Serve as a player/coach who will contribute to and supervise a team of Portfolio Data Analysts in Poland.
•Develop and maintain effective process controls and accurate metrics to ensure quality standards and organizational expectations are met.
•Manage onboarding, mentorship, and career development of team members through timely feedback and learning opportunities.
•Lead the team to achieve goals aligned with the organization’s business and culture objectives and hold the team accountable for outcomes.
•Work with external financial data providers to integrate their portfolio data into our platform and translate data into functional content via technical requirements.

Key Requirements

•Substantial experience in data analysis and product management with relevant finance domain-specific experience.
•Experience with leading teams, cross-functional projects and learning and development initiatives.
•Ability to work cross functionally to define functional and technical implementations, including data modeling and writing technical requirements documents.
•Proven problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
•Technical skills in Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications.

Experience:FinanceData analysisProduct managementTeam leadership

Skills:CommunicationLeadershipProblem-solving

Languages:English

Tech Stack:ExcelVBASQLPythonDatabricks

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

3 months ago

Lead, Portfolio Data Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Poland

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Manager level

Key Responsibilities

•Serve as a player/coach who will contribute to and supervise a team of Portfolio Data Analysts in Poland.
•Develop and maintain effective process controls and accurate metrics to ensure quality standards and organizational expectations are met.
•Manage onboarding, mentorship, and career development of team members through timely feedback and learning opportunities.
•Lead the team to achieve goals aligned with the organization’s business and culture objectives and hold the team accountable for outcomes.
•Work with external financial data providers to integrate their portfolio data into our platform and translate data into functional content via technical requirements.

Key Requirements

•Substantial experience in data analysis and product management with relevant finance domain-specific experience.
•Experience with leading teams, cross-functional projects and learning and development initiatives.
•Ability to work cross functionally to define functional and technical implementations, including data modeling and writing technical requirements documents.
•Proven problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
•Technical skills in Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications.

Experience:FinanceData analysisProduct managementTeam leadership

Skills:CommunicationLeadershipProblem-solving

Languages:English

Tech Stack:ExcelVBASQLPythonDatabricks

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn