At a Glance
- Tasks: Lead a team to validate data and improve processes for investment analytics.
- 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 collaboration.
- 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 80000 - 100000 £ 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.
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.
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.
- Occasional travel required.
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.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Lead, Portfolio Analytics Architect in Edinburgh
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Addepar1, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Addepar1.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Addepar1.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Addepar1, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Lead, Portfolio Analytics Architect in Edinburgh
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Addepar1 want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Addepar1.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Addepar1 will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Addepar1. Numbers speak louder than words!
How to prepare for a job interview at Addepar1
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Addepar1 want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAddepar1.
