Portfolio Analytics Architect

Addepar
Salt Lake City
Workplace: RemoteFull timeUSD 103,000 - 129,000 annuallyFunction: Data Analytics & Business IntelligenceExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Presentation","Teamwork","Proactive"]

Lead end-to-end data validation for data conversion projects and develop scalable analytics processes (Databricks) to detect portfolio data anomalies. Collaborate with clients and internal teams, deliver on deadlines, and drive client success. Write Python logic for remediation, coordinate across teams, and explore AI-driven automation and LLM integrations to streamline implementations.

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FursaFursa
Addepar
Addepar
3 months ago

Portfolio Analytics Architect

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Lead end-to-end data validation for data conversion projects and develop scalable analytics processes (Databricks) to detect portfolio data anomalies. Collaborate with clients and internal teams, deliver on deadlines, and drive client success. Write Python logic for remediation, coordinate across teams, and explore AI-driven automation and LLM integrations to streamline implementations.
Location: Salt Lake City
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence

Key Responsibilities

  • •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
  • •Identify and implement AI-driven automation and LLM integrations to streamline implementation

Pay and Benefits

Salary: USD 103,000 - 129,000 annually
Equity and Bonus:Equity

Key Requirements

  • •2+ years experience in Technology, Finance, or Consulting
  • •B.S in Finance, Mathematics, Statistics, Business or Economics
  • •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
Experience:2+ yearsFinanceInvestmentData analytics
Education:Bachelor's
Skills:CommunicationProblem-solvingPresentationTeamworkProactive
Languages:English
Tech Stack:PythonSparkSQLDatabricksREST APIsAILLM

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