Lead, Portfolio Data Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

We are currently seeking a Lead, Portfolio Data Analyst to join our Portfolio Data Feeds team in Poland. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in Poland

Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met

Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities

Lead the team to accomplish goals that are aligned with the organisation’s business and culture objectives and hold self and team members accountable for meeting expectations

Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform

Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform

Analyze and onboard content from different sources into Addepar’s data integration ecosystem

Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions

Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience

Who You Are

Substantial experience in data analysis and product management with relevant finance domain-specific experience

Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously

Track record of effective problem solving abilities, self-motivation to take on responsibility, and a str