Description

You will own the Addepar platform's data integrity, reporting, and integration workflows within a wealth or asset management environment.

This role is on-site.

Responsibilities

• Configure Addepar platform settings, reporting views, and data imports/exports to support investment operations.
• Diagnose and resolve data quality issues across portfolio, account, transaction, and security master datasets using SQL.
• Translate business requirements into technical specifications, data mappings, and validation rules for platform analytics.
• Support data integrations, reconciliation processes, and automated extracts using Addepar APIs and developer tools.
• Collaborate with business, technology, and compliance teams to deliver scalable data solutions and maintain audit controls.

Required Skills

• 5+ years of hands-on experience with the Addepar platform in wealth, asset management, or financial services.
• 5+ years of experience in data engineering, data analysis, or enterprise data operations.
• Deep understanding of the Addepar data model (accounts, entities, portfolios, holdings, transactions, securities, performance).
• Intermediate to advanced SQL skills, including joins, aggregations, data profiling, and large-dataset analysis.
• Bachelor’s degree in information systems, IT, Computer Science, Finance, Accounting, Business Analytics, or related field.
• Strong knowledge of wealth/asset management workflows, including portfolio management and client reporting.
• Experience supporting platform configuration, data feeds, integrations, and reconciliation processes.

Preferred Skills

• Experience integrating Addepar with Snowflake, Databricks, enterprise data warehouses, or BI/reporting tools.
• Proficiency with Python, dbt, ETL/ELT tools, orchestration platforms, and automation scripts.
• Familiarity with Snowflake data ingestion, transformation, modeling, and access controls.

Key Skills

Education

Bachelor's degree