[Hiring] Portfolio Data Discovery Analyst @Addepar

Role Description

We are seeking a Portfolio Data Discovery Analyst to serve as a high-impact data specialist with project management skills within the Addepar Data Feed Network. This is an "early-stage" role where you are the bridge between a client's needs and a functional data integration. You will act as the primary point of contact for a diverse client base, including RIAs, Multi-Family Offices, Single-Family Offices, and Investment Banks, ensuring their unique data needs are met by our providers.

• Qualify new data transmissions and deliver them to our build teams in a "ready-to-build" status.
• Act as the quality gatekeeper, navigating provider technical limitations and driving engagement to ensure we receive the specific data points necessary to build robust transformation logic.

Growth, Impact, and Success:

• Scale the Network: You will directly fuel company growth by autonomously onboarding integrations that serve as the backbone for our reporting functionality.
• High-Velocity Execution: Success in this role means managing 6–8 discovery projects concurrently.
• Predictable Delivery: Our benchmark for excellence is completing 80% of discovery projects within a three-month window.

Qualifications

• At least 3 years of experience in data analysis and project management.
• Extensive knowledge of marketable securities (Stocks, bonds, options, mutual funds, ETFs) and their lifecycle.
• Familiarity with alternative assets (Private equity, hedge funds) is highly preferred.

Requirements

• Ability to query data using SQL, Python, or R within Databricks to validate file contents.
• Proficiency in Jira and Confluence for task tracking and documentation.
• Familiarity with diverse file formats (XML, JSON, Delimited, Fixed Width, etc.) and transmission methods (SFTP, API, AWS-managed systems).
• Exceptional interpersonal skills with the ability to translate requirements between a variety of stakeholders.
• Ability to thrive in a fast-paced environment and context-switch effectively between multiple simultaneous projects.

Benefits

• Addepar takes a market-based approach to pay.
• The current salary range for this role is $103,000.00 - $161,000.00 (base salary) + bonus + equity + benefits.
• Your recruiter can share more about the specific salary range for your preferred location during the hiring process.