Portfolio Data Operations Analyst

About Addepar

Addepar helps investment pros turn complex financial info into actionable insights.

What you'd do

• Perform internal verification checks for data accuracy
• Troubleshoot data pipeline issues
• Maintain operational workflows and optimize processes
• Collaborate with Client Support on data inquiries and requests

What they're looking for

• Experience in financial investment/advisory industry
• Strong attention to detail and problem-solving skills
• Excellent communication and interpersonal skills
• Familiarity with Microsoft Excel, SQL, or financial systems