At a Glance
- Tasks: Lead a team ensuring financial data accuracy and integrity during client onboarding.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, career development opportunities, and a collaborative work culture.
- Other info: Embrace a growth mindset in a diverse and inclusive environment.
- Why this job: Make a real impact behind the scenes while working with data and driving innovation.
- Qualifications: Bachelor’s degree and 3+ years in data validation or financial operations required.
The predicted salary is between 63000 - 77000 £ 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.
We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work.
You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function. 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 and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role.
- Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery.
- Review and audit data validation projects to ensure adherence to standards and best practices.
- Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability.
- Develop and maintain documentation, templates, and standard operating procedures for data validation.
- Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions.
- Foster a team culture that values collaboration, learning, and a shared commitment to client success.
- Identify and implement AI-driven automation and LLM integrations to streamline implementation.
Who You Are
- Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field.
- 3+ years of experience in data validation, financial operations, data quality assurance, or a related field.
- 1+ year of people leadership or team coordination experience preferred.
- Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments.
- Excellent communication skills, with the ability to guide and influence across teams.
- Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms.
- Familiarity with financial data is a plus, but not required.
- Process-oriented with a continuous improvement mindset and strong attention to detail.
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 ta-operations@addepar.com.
Lead, Data Validation Specialist in Midlothian employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their roles while providing ample opportunities for professional growth and mentorship. With a commitment to diversity and inclusion, the Edinburgh office offers a dynamic environment where team members can thrive, supported by a flexible workforce model that encourages work-life balance and engagement with cutting-edge technology in the financial sector.
