Manager, Portfolio Data Operations
Addepar(2 days ago)
About this role
Addepar is a global financial technology company that provides data aggregation and portfolio management solutions for investment professionals. The company serves clients in over 50 countries and manages data for assets exceeding $8 trillion.
Required Skills
- Excel
- VBA
- SQL
- Python
- Data Quality
- Data Processing
- Client Support
- Financial Data Systems
- Process Management
- Stakeholder Communication
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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