At a Glance
- Tasks: Lead a team to validate data and improve analytics processes for clients.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, career development, and a collaborative work environment.
- Other info: Diverse and inclusive workplace with opportunities for growth.
- Why this job: Make a real impact in finance by solving complex data challenges.
- Qualifications: Experience in finance or tech, strong leadership skills, and proficiency in Python.
The predicted salary is between 80000 - 100000 £ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role
A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards.
What You’ll Do
- Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach".
- Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment.
- Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows.
- Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution.
- Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning.
- Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees.
- Coach, mentor, and develop staff, including overseeing new employee onboarding.
- Delegate responsibility and expect accountability and regular feedback from your team.
- Lead the data validation process end-to-end with the client and internal projects teams.
- Develop scalable data analytics processes for validation in Databricks.
- Write custom Python logic to detect large-scale data anomalies and automate remediation.
- Identify and implement AI-driven automation and LLM integrations to streamline implementation.
Leadership and Execution
- Lead internal management and strategic initiatives to grow the Data Analytics practice.
- Amplify the mandate of the team and help execute on the team strategy.
- Partner with other leads to optimize team and process efficiency.
- Lead and mentor the team. Drive prioritization, process, and execution consistency.
- Hone ability to drive results and manage team performance.
- Prioritize and context-switch effectively to ensure the completion of simultaneous projects.
- Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions.
- Occasional travel required.
Who You Are
- Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.
- B.S in Finance, Mathematics, Statistics, Business or Economics.
- 2+ years experience working in Technology, Finance, or Consulting.
- Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources.
- Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals.
- Working knowledge of REST APIs.
- Experience with Databricks and/or a cloud-based distributed data platform.
- Solution-oriented approach and a passion for problem solving.
- Proven ability to research, design and implement solutions for complex problems.
- Positive attitude, strong work ethic, proactive and a high contributing team player.
- Independent, adaptable and can thrive in a fast-paced environment.
- Excellent communication and presentation skills, with proficiency in handling client objections.
[Bonus] Previous experience in investment management software implementations.
[Bonus] Previous experience with Salesforce.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
Please contact us to request accommodation.
Lead, Portfolio Analytics Architect in Edinburgh employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while driving meaningful client success. With a strong commitment to employee growth, the company offers robust performance management processes, mentorship opportunities, and a diverse environment that values inclusion and belonging. Located in vibrant cities like London, Addepar provides a dynamic setting for professionals eager to tackle complex financial data challenges and contribute to transformative solutions in the investment industry.
StudySmarter Expert Advice🤫
We think this is how you could land Lead, Portfolio Analytics Architect in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors. Attend industry events or webinars where you can meet potential colleagues or even hiring managers. Remember, sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research Addepar thoroughly—know their products, values, and recent news. Tailor your answers to show how your skills in data analytics and leadership align with their mission. Practice common interview questions and have your own ready to ask!
✨Tip Number 3
Showcase your problem-solving skills! Be ready to discuss specific examples of how you've tackled complex data issues in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your analytical prowess.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm for the role but also keeps you on their radar. And hey, apply through our website for a smoother process!
We think you need these skills to ace Lead, Portfolio Analytics Architect in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Lead, Portfolio Analytics Architect role. Highlight your experience with financial portfolio data and any leadership roles you've had. We want to see how you can bring your unique skills to our team!
Showcase Your Problem-Solving Skills:In your application, don’t just list your skills; demonstrate how you've used them to solve complex problems in the past. We love candidates who can think outside the box and tackle challenges head-on, so share those success stories!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications at a glance.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Addepar
✨Know Your Data Inside Out
As a Lead, Portfolio Analytics Architect, you'll be dealing with complex investment datasets. Make sure you brush up on your knowledge of financial portfolio data and be ready to discuss specific examples of how you've handled similar data challenges in the past.
✨Showcase Your Leadership Skills
This role requires strong leadership abilities. Prepare to share experiences where you've successfully led teams or projects. Highlight your approach to mentoring and developing team members, as well as how you ensure accountability and performance.
✨Demonstrate Problem-Solving Prowess
Addepar values a solution-oriented mindset. Be ready to discuss how you've tackled complex problems in previous roles, particularly using Python, Spark, or SQL. Think of specific instances where you've implemented innovative solutions or automated processes.
✨Communicate Effectively
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and confidently. Be prepared to handle potential client objections and demonstrate how you can exceed client expectations through effective collaboration.
