A
Not Specified Permanent

Salt Lake City, Utah · USA job

Portfolio Analytics Architect (Investment Management)

Addepar

Salt Lake City, Utah

Job description

Overview

As Portfolio Analytics Architect, you lead end-to-end data validation for portfolio data conversions, ensuring accuracy and timely delivery. You'll build scalable validation processes in Databricks, write Python logic to detect anomalies, and guide client sessions to drive project completion. You collaborate across internal teams to diagnose discrepancies, compare methodologies, and mitigate risks while advancing AI-driven automation. This role offers impact by improving data quality for high-stakes investment data and client outcomes.

Compensation / Benefits
  • bonus
  • equity
  • benefits
  • salary disclosure
  • career growth
  • diverse opportunities
Responsibilities
  • Lead end-to-end data validation with client and internal teams
  • Develop scalable validation processes in Databricks
  • Write Python logic to detect data anomalies and automate remediation
  • Facilitate recurring client sessions to track progress
  • Research and recommend fixes for portfolio data performance discrepancies
  • Review and document system calculation methodology differences
  • Coordinate with project teams and set expectations
  • Mitigate risks by escalating impediments to stakeholders
  • Prioritize multiple projects and drive them to completion
  • Identify and implement AI-driven automation and LLM integrations
Key requirements
  • Bachelor in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years experience in Technology, Finance, or Consulting
  • Hands-on experience with complex investment datasets (multi-asset portfolios, performance data, market data)
  • Proficiency in Python, Spark, and/or SQL; ETL fundamentals
  • Working knowledge of REST APIs
  • Experience with Databricks or cloud-based distributed data platform
  • Solution-oriented problem solver
  • Strong research, design, and implementation skills
  • Excellent communication and client-facing presentation abilities
  • Independent, adaptable, and fast-paced team player
  • communication and presentation excellence
  • proactive and collaborative mindset
  • strong work ethic
  • Python
  • Spark
  • SQL

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