Portfolio Analytics Architect (Investment Management)

Addepar
Salt Lake City, United States
Workplace: RemoteFull timeUSD 103,000 - 110,000 annuallyFunction: Data Analytics & Business IntelligenceExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Client-facing delivery","Research","Collaboration"]

Lead end-to-end data validation for client data conversion projects, partnering with internal project teams to ensure accurate investment and performance datasets. Build scalable validation analytics in Databricks, write Python (and Spark/SQL) logic to detect anomalies and automate remediation, and facilitate recurring client sessions to drive projects to completion. Review and document calculation methodology differences, support troubleshooting of portfolio performance discrepancies, and identify AI/LLM-driven automation opportunities to streamline delivery.

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FursaFursa
Addepar
Addepar
2 days ago

Portfolio Analytics Architect (Investment Management)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Lead end-to-end data validation for client data conversion projects, partnering with internal project teams to ensure accurate investment and performance datasets. Build scalable validation analytics in Databricks, write Python (and Spark/SQL) logic to detect anomalies and automate remediation, and facilitate recurring client sessions to drive projects to completion. Review and document calculation methodology differences, support troubleshooting of portfolio performance discrepancies, and identify AI/LLM-driven automation opportunities to streamline delivery.
Location: Salt Lake City, United States
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Lead end-to-end data validation with clients and internal project teams for data conversion projects.
  • •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 and steer data validation projects through completion while meeting deadlines and quality standards.
  • •Review, compare, and document system calculation methodology differences; coordinate project teams with regular status updates and risk escalation.

Pay and Benefits

Salary: USD 103,000 - 110,000 annually
Equity and Bonus:Equity

Key Requirements

  • •B.S. in Finance, Mathematics, Statistics, Business, or Economics.
  • •2+ years of experience working in Technology, Finance, or Consulting.
  • •Hands-on experience with complex investment datasets, including multi-asset class portfolios, performance data, and market data from multiple sources.
  • •Proficiency in Python, Spark, and/or SQL, with familiarity of ETL fundamentals.
  • •Working knowledge of REST APIs and experience with Databricks and/or a cloud-based distributed data platform.
Experience:2+ yearsInvestment managementFinancial servicesConsultingTechnology
Education:Bachelor's in Finance, Mathematics, Statistics, Business or Economics
Skills:CommunicationProblem-solvingClient-facing deliveryResearchCollaboration
Languages:English
Tech Stack:PythonSparkSQLDatabricksREST APIsETLLLMAI

Eligibility

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
WebsiteLinkedIn