About the job
About Us
Addepar is a pioneering global data and AI platform designed to empower investment professionals by transforming complex financial information into actionable intelligence. Our platform unifies portfolio, market, and client data, providing a comprehensive view of investments while delivering AI-driven insights integrated within investment and client workflows. Over 1,400 firms across nearly 60 countries trust Addepar to manage and advise on nearly $9 trillion in assets. Our open platform seamlessly integrates with around 650 software, data, and consulting partners, facilitating end-to-end investment operations for organizations of all sizes and complexities. With a global presence, we have offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Opportunity
We are on the lookout for a dedicated Portfolio Data Operations Analyst to become a vital part of our Portfolio Data Operations team! This team, integral to the broader Addepar Engineering organization, is tasked with ensuring that our clients receive timely and high-quality data. Responsibilities will include supervising the processing of transactions and positions to align with client deadlines, maintaining data quality through rigorous verification checks, and providing assistance to clients with their data-related inquiries. As a pivotal link in Addepar's operations, the Portfolio Data Operations team engages in daily communications with data providers, clients, and various personnel across the organization.

