At a Glance
- Tasks: Lead a team to ensure high-quality data for clients and optimise operational efficiency.
- Company: Join Addepar, a global tech company transforming investment guidance.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with a commitment to innovation and client success.
- Why this job: Make a real impact in the financial industry while mentoring a dynamic team.
- Qualifications: Experience in finance, strong leadership skills, and problem-solving abilities.
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. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. 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.
What You’ll Do
- 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.
Who You Are
- Extensive knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems.
- Detailed in documenting information and standard methodologies and exhibits good follow through techniques.
- Consistent track record of planning, designing, and leading numerous processes, people and projects simultaneously.
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
- 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.
- Forward looking and pragmatic on finding effective solutions to sophisticated complex issues.
- Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
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. 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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Remote Manager - Portfolio Data Operations in Kent employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the Remote Manager - Portfolio Data Operations role based in Edinburgh. Employees benefit from a flexible work environment, opportunities for professional growth through mentorship, and a commitment to diversity and inclusion, making it a rewarding place to develop a career in the financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Manager - Portfolio Data Operations in Kent
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Addepar's values and how they align with your own. Be ready to share examples of how you've acted like an owner or championed clients in your previous roles.
✨Tip Number 3
Show off your problem-solving skills during the interview. Think of complex issues you've tackled in the past and be prepared to discuss your thought process and the outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team.
We think you need these skills to ace Remote Manager - Portfolio Data Operations in Kent
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Data Operations Manager role. Highlight your experience in the financial industry and any relevant technical skills, like SQL or Excel, that match what we're looking for.
Showcase Your Team Spirit:We love a good team player! In your application, share examples of how you've led teams or collaborated on projects. This will show us you're ready to mentor and support others in our Portfolio Data Operations Team.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon unless it's relevant. We want to see your communication skills shine through right from the start!
Apply Through Our Website:Don't forget 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 makes the whole process smoother for everyone involved.
How to prepare for a job interview at Addepar
✨Know Your Data Inside Out
Since the role involves managing portfolio data operations, make sure you brush up on your knowledge of financial data, securities modelling, and post-trade processing. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Showcase Your Leadership Skills
As a Data Operations Manager, you'll be leading a team. Highlight your previous leadership experiences and how you've successfully mentored others. Think of specific instances where you’ve helped team members grow or improved team performance.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Prepare examples of complex issues you've faced in the past and how you approached them. This will show your potential employer that you're proactive and can think critically under pressure.
✨Communicate Clearly and Confidently
Outstanding communication is key in this role. Practice articulating your thoughts clearly and confidently. You might want to do mock interviews with friends or family to get comfortable discussing your experiences and answering questions succinctly.
