Lead, Portfolio Analytics Architect

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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.

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. They are passionate about understanding our clients' needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients' success. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

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.

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. 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.