Job Description

Addepar is seeking a Portfolio Data Consultant (Portfolio Performance Analyst) to lead the end-to-end data validation process with clients for data conversion projects. The role requires a strong understanding of financial portfolio data, excellent communication skills, and the ability to deliver results while maintaining high-quality standards.

Responsibilities

• Lead data validation process
• Hold training sessions with clients
• Support clients with data discrepancy research
• Review system calculation methodologies
• Coordinate across project teams
• Raise key issues to leadership
• Prioritize and manage simultaneous projects
• Improve processes and workflows

Requirements

• B.S in Finance, Mathematics, Statistics, Business or Economics
• 2+ years experience in Finance and Technology
• Understanding of financial markets and portfolio data
• Positive attitude and strong work ethic
• Adaptability and independence
• Excellent communication and organizational skills
• Python programming experience (plus)

Benefits

• No benefits