At a Glance
- Tasks: Lead a team to validate data and improve analytics processes for investment projects.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on innovation and client success.
- 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 70000 - 90000 £ 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. 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.
Lead, Portfolio Analytics Architect New Edinburgh, UK employer: Addepar
Addepar is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Edinburgh. With a commitment to employee growth through performance management and mentorship, team members are empowered to take ownership of their projects while contributing to meaningful client success. The company's focus on diversity and inclusion, alongside its cutting-edge technology and global reach, makes it an attractive place for professionals seeking to make a significant impact in the investment management industry.
StudySmarter Expert Advice🤫
We think this is how you could land Lead, Portfolio Analytics Architect New Edinburgh, UK
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at local meetups. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how you can contribute to their mission. This shows you’re genuinely interested!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role. Keep it concise but impactful – you want to leave a lasting impression.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows appreciation and keeps you fresh in their minds.
We think you need these skills to ace Lead, Portfolio Analytics Architect New Edinburgh, UK
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your leadership experience and any relevant technical skills, like Python or SQL, to show us you're the right fit for the Portfolio Analytics Lead role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about this role and how your background aligns with our values. Share specific examples of how you've led teams or solved complex problems in the past to grab our attention!
Showcase Your Problem-Solving Skills:In your application, don't just list your skills—demonstrate them! Include examples of how you've tackled data challenges or improved processes in previous roles. We love seeing candidates who can think outside the box!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at Addepar
✨Know Your Data Inside Out
As a Portfolio Analytics Lead, 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 prepared to discuss how you've tackled complex problems in previous roles. Think of specific instances where you've implemented innovative solutions, especially using Python or Databricks.
✨Communicate Effectively
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and confidently. Be ready to handle potential client objections and demonstrate how you can exceed client expectations through effective collaboration.
