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Portfolio Performance Analyst

3 months ago

Salt Lake, Utah, United States Addepar Full time
Company Overview

Addepar is a global technology and data company dedicated to assisting investment professionals in providing top-notch guidance to their clients. Trusted by hundreds of thousands of users worldwide, Addepar has been a leading force in empowering informed investment decisions for over a decade. With a vast client base spanning more than 40 countries, Addepar's platform consolidates portfolio, market, and client data for assets totaling over $5 trillion. By collaborating with over 100 software, data, and service partners, Addepar offers a comprehensive solution tailored to various firms and use cases. Embracing a flexible workforce model, Addepar maintains offices in several key locations, including Silicon Valley, New York City, and London.

Job Title: Portfolio Performance Analyst

About the Role

As a Portfolio Performance Analyst at Addepar, you will lead the data validation process during data conversion projects, ensuring accuracy and efficiency. The ideal candidate possesses a deep understanding of financial portfolio data, excels in problem-solving, communicates effectively, and thrives in meeting project deadlines with high-quality output. This role requires a proactive approach to address client needs, collaborate with internal teams, and drive client success.

Addepar offers competitive compensation based on factors such as role, skills, experience, and market conditions. The salary range specified for roles in certain locations like Colorado, California, and New York covers base salary, excluding bonuses, equity, and benefits.

Key Responsibilities
  • Lead end-to-end data validation processes with clients and internal teams
  • Conduct training sessions with clients throughout projects
  • Assist clients in identifying and resolving portfolio data discrepancies
  • Review and document system calculation methodologies
  • Coordinate across project teams and provide regular status updates
  • Communicate key issues to project team members and leadership
  • Manage multiple projects simultaneously
  • Identify opportunities for process improvement and automation
Qualifications
  • B.S. in Finance, Mathematics, Statistics, Business, or Economics
  • 2+ years of experience in Finance and Technology
  • Familiarity with financial markets and products
  • Strong work ethic and positive attitude
  • Ability to thrive in a fast-paced environment
  • Excellent communication and organizational skills
  • Experience in Python programming is a plus
Company Values
  • Act Like an Owner - Think and operate with purpose and care
  • Build Together - Collaborate for optimal solutions
  • Champion Our Clients - Exceed client expectations
  • Drive Innovation - Be bold in problem-solving
  • Embrace Learning - Cultivate a growth mindset
In line with its core values, Addepar is committed to fostering diversity and inclusivity within its workforce. Creating an environment that promotes belonging and collaboration is a top priority.

Addepar ensures a safe and inclusive recruitment process by conducting virtual interviews and onboarding procedures. Individuals with disabilities are offered reasonable accommodation upon request for job applications or interviews.

Warning: Beware of Phishing Scams

It has come to our attention that fraudulent individuals are pretending to be Addepar recruiters through email, text, and social media platforms. Please note that legitimate job offers from Addepar involve a formal interview process, and we do not request the purchase of equipment or supplies during onboarding.

If you encounter any suspicious activity, or require accommodation, please reach out to us directly.