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.
Remote Manager - Portfolio Data Operations in Norfolk 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 development. With a commitment to diversity and inclusion, the Edinburgh office offers a supportive environment where team members can thrive, engage in meaningful projects, and contribute to the success of clients across the globe.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Manager - Portfolio Data Operations in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial industry and let them know you're on the hunt for a Data Operations Manager role. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical skills. Make sure you can confidently discuss tools like SQL, Excel, or Python, as well as your experience with data quality and operational efficiency. We want to see you shine!
✨Tip Number 3
Show off your problem-solving skills during interviews. Be ready to share examples of how you've tackled complex issues in the past. This is your chance to demonstrate that you can think on your feet and drive innovation!
✨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 genuinely interested in joining our team at Addepar.
We think you need these skills to ace Remote Manager - Portfolio Data Operations in Norfolk
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!
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. We can’t wait to hear from you!
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. Familiarise yourself with common systems like Excel, SQL, and Bloomberg, as these will likely come up in discussions.
✨Showcase Your Leadership Skills
As a potential manager, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully led teams or projects in the past. Highlight your experience in mentoring and developing team members, as this aligns with the role's responsibilities.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your problem-solving skills. Think of complex issues you've tackled in previous roles and be ready to discuss your thought process and the solutions you implemented. This will show your ability to drive innovation and find effective solutions.
✨Emphasise Communication Skills
Given the collaborative nature of the role, strong communication skills are essential. Be prepared to discuss how you've engaged with clients and internal partners in the past. Practice articulating your thoughts clearly and confidently, as this will help you stand out during the interview.
