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Portfolio Data Operations Analyst
| Company | Addepar |
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| Location | New York, NY, USA |
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| Salary | $86000 – $134000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
- Strong attention to details and a passion for problem solving.
- Excellent communication and interpersonal skills for interfacing with internal and external stakeholders.
- Proven ability to multitask and prioritize effectively in a fast paced environment.
- Very team-oriented, dedicated and forward thinking.
Responsibilities
- Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
- Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed.
- Effectively complete and maintain operational workflows and identify and implement opportunities for optimization.
- Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests.
- Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
- Participate in broad company initiatives to stand up new product functionality or services.
Preferred Qualifications
- Technical skills preferred in any or all of the following: Microsoft Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
