Addepar - Lead, Portfolio Analytics Architect
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Requirements
• Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects. • B.S in Finance, Mathematics, Statistics, Business or Economics • 2+ years experience working in Technology, Finance, or Consulting • Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources • 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 • Solution-oriented approach and a passion for problem solving • Proven ability to research, design and implement solutions for complex problems • Positive attitude, strong work ethic, proactive and a high contributing team player • Independent, adaptable and can thrive in a fast-paced environment • Excellent communication and presentation skills, with proficiency in handling client objections • Previous experience in investment management software implementations • Previous experience with Salesforce • 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
• Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach". • Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment. • Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows. • Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution. • Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning. • Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees. • Coach, mentor, and develop staff, including overseeing new employee onboarding. • Delegate responsibility and expect accountability and regular feedback from your team. • 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 • Identify and implement AI-driven automation and LLM integrations to streamline implementation • Leadership and Execution • Lead internal management and strategic initiatives to grow the Data Analytics practice • Amplify the mandate of the team and help execute on the team strategy • Partner with other leads to optimize team and process efficiency • Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance • Prioritize and context-switch effectively to ensure the completion of simultaneous projects • Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions • Occasional travel required
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