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 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, comprehensive career development opportunities, and a commitment to diversity and inclusion, ensuring that every team member can thrive and contribute meaningfully to the company's mission of empowering investment professionals worldwide.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Manager - Portfolio Data Operations
✨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 referral can make all the difference in getting noticed.
✨Tip Number 2
Prepare for those interviews! Research Addepar's platform and understand their values. Be ready to discuss how your experience aligns with their mission to empower smarter investment decisions.
✨Tip Number 3
Show off your problem-solving skills! During interviews, share specific examples of how you've tackled complex issues in past roles. This will demonstrate your ability to drive innovation and deliver lasting value.
✨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 at Addepar.
We think you need these skills to ace Remote Manager - Portfolio Data Operations
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for the role shine through! We want to see why you're excited about joining our team and how your skills align with what we do at Addepar.
Tailor Your CV:Make sure to customise your CV for the Data Operations Manager position. Highlight relevant experience in the financial industry and any technical skills that match the job description. We love seeing how your background fits with our needs!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon unless it's relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications.
Apply Through Our Website:Don't forget to submit your application through our official website! This ensures that your application gets to the right people and helps us keep track of all candidates efficiently. 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. 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 Scenarios
Addepar values innovative problem-solving. Be ready to tackle hypothetical scenarios during the interview. Practice articulating your thought process and how you would approach complex issues, especially those related to data quality and operational efficiency.
✨Communicate Effectively
Outstanding communication is key in this role. During the interview, focus on clearly articulating your thoughts and experiences. Use examples that showcase your ability to engage with clients and collaborate with cross-functional teams, as this will demonstrate your fit for the company culture.
