Addepar - Product Manager - Reference Data
Requirements
• Prior experience as a data analyst, business analyst, or product analyst ideally in financial services or a data-intensive SaaS environment where data quality and rigour matter. • Strong SQL skills - you can write complex queries confidently and use them as a primary tool for investigation, not just reporting. • Experienced with AI-assisted tools to facilitate getting work done, particularly applying them to real analytical tasks tied to business outcomes. • Experience with Python for data work: analysis, scripting, and automation; comfortable with pandas, Jupyter, or similar tools. • Able to build reporting that spans multiple data sources with knowledge on how to join pieces of information like Salesforce data with finance data and operational data and produce something coherent and trustworthy. • Ideal if knowledgeable in financial data concepts such as asset class and security level concepts, reference data, and pricing or the desire to learn more about these concepts. • A builder and self-starter that is dependable in your work. Teammates trust what you produce. • A clear communicator who can write up findings, document processes, and present analysis to diverse audiences. • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Work on a series of projects that will serve as the analytical foundation across the team, running the data investigations, ad hoc queries, and structured analyses that inform our prioritisation, requirements, and decisions. • Drive data quality analysis layer for Market Data Feed builds and our security master: profiling incoming vendor data, validating transformations, identifying anomalies and coverage gaps. • Build and maintain the reporting infrastructure that gives the team and leadership visibility into dataset profitability, vendor licensing costs vs. revenue, pipeline health, feed coverage, and commercial activity. • Query across our data systems to produce views and dashboarding on profitability by dataset, spend vs. budget, commercial pipeline tracking. • Support ASM operational workflows through data by generating output that help us such as running reconciliation queries, validating node matching and security ID linking, and surfacing data quality issues that require attention by our team. • Productising our ability to monitor market data pipelines and operational dashboards, triaging feed errors and flagging issues to operations and/or R&D with enough context to act. • Actively using and applying AI-assisted tools to accelerate Refdata product outcomes. • Maintain and upkeep our licensing inventory including dashboards that track spend against budget, renewal timelines, and licensing events and keep those views accurate and accessible to a wide audience.
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