Addepar

1 month ago

Manager, Portfolio Data Feeds

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Lead and develop the Portfolio Data Feeds team in Salt Lake City, coordinating a group of Portfolio Data Analysts across the US. Drive data quality, process controls, and timely data delivery by collaborating with data providers, engineering, product management, and data operations to transform raw data into reliable, client-ready content within Addepar’s platform.

Location: Salt Lake City

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Manager level

Key Responsibilities

•Lead and supervise a team of Portfolio Data Analysts across the US, serving as a player/coach to drive performance and development
•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 and effective performance feedback and learning opportunities
•Lead the team to achieve goals aligned with the organization’s business and culture objectives and hold self and team members accountable
•Collaborate with external financial data providers to integrate their portfolio data into Addepar’s platform

Pay and Benefits

Salary: USD 147,000 - 184,000 annually

Equity and Bonus:Equity

Key Requirements

•5+ years of experience in data analysis and product management with relevant finance domain-specific experience
•Experience leading teams, cross-functional projects and learning and development initiatives; proven ability to plan, design, and manage numerous processes, people and projects simultaneously
•Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
•Ability to work cross functionally to define functional and technical implementations to tackle a business problem; understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents
•Technical skills preferred in Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications

Experience:5+ yearsFinanceData analytics

Skills:ExcelVBASQLPythonDatabricksData modeling

Languages:English

Tech Stack:ExcelVBASQLPythonDatabricks

Eligibility

Visa:H-1BF-1OPT

Work Authorization:Authorization required. Sponsorship not provided.

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

1 month ago

Manager, Portfolio Data Feeds

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Salt Lake City

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Manager level

Key Responsibilities

•Lead and supervise a team of Portfolio Data Analysts across the US, serving as a player/coach to drive performance and development
•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 and effective performance feedback and learning opportunities
•Lead the team to achieve goals aligned with the organization’s business and culture objectives and hold self and team members accountable
•Collaborate with external financial data providers to integrate their portfolio data into Addepar’s platform

Pay and Benefits

Salary: USD 147,000 - 184,000 annually

Equity and Bonus:Equity

Key Requirements

•5+ years of experience in data analysis and product management with relevant finance domain-specific experience
•Experience leading teams, cross-functional projects and learning and development initiatives; proven ability to plan, design, and manage numerous processes, people and projects simultaneously
•Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
•Ability to work cross functionally to define functional and technical implementations to tackle a business problem; understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents
•Technical skills preferred in Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications

Experience:5+ yearsFinanceData analytics

Skills:ExcelVBASQLPythonDatabricksData modeling

Languages:English

Tech Stack:ExcelVBASQLPythonDatabricks

Eligibility

Visa:H-1BF-1OPT

Work Authorization:Authorization required. Sponsorship not provided.

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