Portfolio Data Operations Analyst

Addepar(25 days ago)

HybridFull TimeMedior$93,016 - $123,948 (estimated)Data Management

About this role

The Portfolio Data Operations role at Addepar sits within the Data Management organization and focuses on ensuring clients receive timely, accurate portfolio and transaction data. The position requires coordinating with data providers, clients, and internal teams to maintain data quality, operate and optimise operational workflows, and support product and tooling improvements. Applicants must have and maintain the right to work in the United Kingdom from the first day of employment; visa sponsorship is not available.

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Required Skills

Data Verification
Pipeline Troubleshooting
Workflow Management
Process Improvement
Client Collaboration
Stakeholder Management
Trade Processing
Capital Markets
Excel
SQL

+8 more

About Addepar

addepar.com

Addepar 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.