At a Glance
- Tasks: Lead a team to ensure high-quality data for clients and manage daily operations.
- Company: Join Addepar, a global tech company transforming investment data management.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Inclusive culture that values learning and development for all team members.
- Why this job: Make a real impact in the financial industry while mentoring a dynamic team.
- Qualifications: Experience in finance, strong leadership skills, and proficiency in data tools.
The predicted salary is between 60000 - 80000 £ per year.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets.
Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.
Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
We are currently seeking a Data Operations Manager to join our Portfolio Data Operations Team!
Part of the broader Addepar Engineering organization, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data.
This will include being responsible for the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions.
The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Portfolio Data Operations and across the firm.
Serve as a "player/mentor" who will contribute to and supervise a team of Portfolio Data Operations Analysts in Edinburgh.
Oversee and manage daily operational workflows for portfolio and aggregator data feeds, and help review, manage, and/or address client data inquiries and requests.
Develop and maintain effective and efficient process controls and accurate metrics to ensure quality standards and interpersonal expectations are met.
Partner with members of Product and Engineering to craft, test, and implement new processes and tooling features that improve data quality as well as optimise operational efficiency.
Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities.
Lead the team to accomplish goals that are aligned with the organisation’s business and talent engagement objectives and hold self and everyone accountable for meeting expectations.
Collaborate with leads of different organisations on new data related initiatives and product offerings.
Extensive knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems.
Consistent track record of planning, designing, and leading numerous processes, people and projects simultaneously.
Experienced with leading teams, cross-functional projects and learning and development initiatives.
Outstanding communication and interpersonal skills for engaging with clients, custodial data providers, as well as internal partners.
Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
Embrace Learning -
Engage our community to broaden our perspective. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.
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