Manager, Portfolio Data Feeds

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, Product Manager to join our Portfolio Data Feeds team in Salt Lake City. 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.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $147,000 - $184,00 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts across the US

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 di