Lead, Portfolio Data Analyst

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.