Addepar - Portfolio Data Operations Analyst
Requirements
• Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems. • Demonstrates excellent attention to details and a passion for problem solving! • Outstanding communication and interpersonal skills for engaging with internal and external stakeholders. • Proven track record of multitasking and prioritising effectively in a fast paced environment. • Very team-oriented, balanced, and forward thinking. • Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications. • 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
• Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs. • Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed. • Complete and maintain operational workflows, and identify and implement opportunities for optimisation. • Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests. • Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency. • Participate in broad company initiatives to stand up new product offerings and services.
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