Data Validation Specialist

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Data Analytics & Business IntelligenceExperience: 1+ yearsEducation: bachelorsSkills: ["Attention to detail","Organizational skills","Accuracy","Independent work","Time management"]

Support data conversion for new clients by cross-referencing financial data across spreadsheets and Addepar systems. Review and compare inputs, identify inconsistencies or gaps, and document findings in standardized formats. Work with Project Leads to guide research and serve as a key backend partner, while managing multiple concurrent projects with strong prioritization. Help streamline onboarding by spotting opportunities for AI-driven automation and LLM integrations.

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FursaFursa
Addepar
Addepar
7 hours ago

Data Validation Specialist

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Support data conversion for new clients by cross-referencing financial data across spreadsheets and Addepar systems. Review and compare inputs, identify inconsistencies or gaps, and document findings in standardized formats. Work with Project Leads to guide research and serve as a key backend partner, while managing multiple concurrent projects with strong prioritization. Help streamline onboarding by spotting opportunities for AI-driven automation and LLM integrations.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Entry level

Key Responsibilities

  • •Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps.
  • •Document and log findings in a clear, standardized format.
  • •Collaborate with Project Leads to guide research and support onboarding.
  • •Prioritize and context-switch to complete multiple projects and see them through to the finish line.
  • •Identify opportunities to implement AI-driven automation and LLM integrations to streamline implementation.

Key Requirements

  • •Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or a data-oriented field.
  • •1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance.
  • •Strong organizational skills focused on accuracy and consistency.
  • •Ability to work independently and collaboratively in a team environment.
  • •Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms.
Experience:1+ years
Education:Bachelor's
Skills:Attention to detailOrganizational skillsAccuracyIndependent workTime management
Languages:English
Tech Stack:ExcelSpreadsheetsWeb-based platformsLLM integrationsAI-driven automation

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