Description

Required Qualifications:

• Bachelor’s degree in information systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.
• 5+ years of hands-on experience with the Addepar platform in a wealth management, asset management, family office, investment advisory, or financial services environment.
• 5+ years of experience in data engineering, data analysis, investment operations technology, financial systems support, platform analytics, or enterprise data operations.
• Strong understanding of the Addepar data model, including accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting views.
• Experience supporting Addepar data imports, exports, data feeds, integrations, reconciliation processes, and platform configuration.
• Intermediate to advanced SQL skills, including joins, aggregations, data profiling, exception identification, reconciliation, and large-dataset analysis.
• Experience diagnosing and resolving data quality issues across portfolio, account, transaction, position, security master, performance, and reporting datasets.
• Strong understanding of wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting.
• Experience translating business requirements into data requirements, technical specifications, data mappings, validation rules, and operating procedures.
• Strong analytical, problem-solving, communication, documentation, and stakeholder-management skills.
• Ability to operate effectively in a fast-paced environment with multiple priorities, production deadlines, and high expectations for accuracy, reliability, and responsiveness.

Desired Qualifications:

• Experience integrating Addepar with Snowflake, Databricks, enterprise data warehouses, BI/reporting tools, CRM platforms, client portals, portfolio accounting systems, or investment operations platforms.
• Experience using Addepar APIs or developer tools to support automated extracts, data enrichment, platform integrations, workflow automation, or downstream reporting processes.
• Experience with Canoe or similar alternative investment document automation, and data extraction.
• Experience with Snowflake, including data ingestion, transformation, modeling, access controls, data sharing, and consumption-layer design.
• Experience with Python, dbt, ETL/ELT tools, orchestration platforms, APIs, file-based integrations, and automation scripts.
• Knowledge of portfolio accounting, investment book of record concepts, performance measurement, client reporting, asset classification, account hierarchy, and investment data governance.
• Experience developing dashboards, exception reports, reconciliation tools, operational metrics, or analytics datasets.
• Familiarity with financial services controls, including audit, data lineage, access controls, SOX, AML/KYC, SEC/FINRA, and operational risk requirements.
• Experience with Agile delivery, SDLC processes, production support, incident management, root-cause analysis, release validation, and change-management procedures.
• Ability to work across business, data, technology, investment operations, reporting, compliance, and vendor teams to deliver practical, scalable data solutions.

Technical Competencies:

• Addepar data model, platform configuration, reporting views, data imports, exports, integrations, and APIs
• Portfolio, account, entity, ownership, holding, transaction, security master, classification, benchmark, performance, and reporting data
• SQL, data profiling, data reconciliation, data validation, and exception management
• Snowflake and modern enterprise data platform concepts
• API-based integrations, file-based integrations, ETL/ELT workflows, and data pipeline support
• Wealth and asset management workflows
• Portfolio analytics, client reporting, performance reporting, investment operations, and financial reporting
• Alternative investment data workflows, including Canoe or comparable platforms
• Data governance, data quality, lineage, access controls, auditability, and operational resilience
• Production support, incident triage, root-cause analysis, vendor escalation, release validation, and runbook documentation
• Agile delivery, requirements analysis, user acceptance testing, change management, and technical documentation
• Communication with investment, operations, reporting, compliance, data, technology, and vendor stakeholders

Key Skills

Education

Bachelor's degree