Lead, Portfolio Data Analyst at Addepar - ScoutJobs - The AI-curated global job board
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Addepar
Posted 4 days ago

Lead, Portfolio Data Analyst

AddeparLead, Portfolio Data Analyst

Requirements

data analysis experience, product management experience, finance domain expertise, team leadership experience, data modeling, technical requirement writing

Skills

SQLPythonExcelVBADatabricks

About the role

Responsibilities

  • Serve as a "player/coach" by contributing to and supervising a team of Portfolio Data Analysts in Poland
  • Manage the onboarding, mentorship, and career development of team members through effective performance feedback
  • Develop and maintain process controls and accurate metrics to ensure quality standards are met
  • Work with external financial data providers to integrate portfolio data into the Addepar platform
  • Use existing data models to write technical requirements for transforming raw data into functional content
  • Partner with engineering, product management, and data operations to deliver reliable data solutions
  • Analyze and onboard content from various sources into the data integration ecosystem

Requirements

  • Substantial experience in data analysis and product management
  • Relevant finance domain expertise
  • Proven experience leading teams, managing cross-functional projects, and driving learning and development initiatives
  • Ability to define functional and technical implementations, including data modeling and writing technical requirement documents
  • Strong problem-solving abilities and a collaborative, team-player mentality

Preferred Qualifications

  • Technical proficiency in Excel, VBA, SQL, Python, or Databricks
  • Experience with common financial services systems and applications

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights, supporting over 1,400 firms managing nearly $9 trillion in assets worldwide.

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Lead, Portfolio Data Analyst

Addepar · Poland

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