🛠 Tech Stack

💼 About This Role

You'll perform daily verification checks to ensure portfolio data accuracy and availability within SLAs. You'll investigate data pipeline issues and collaborate with Engineering Support. This role sits at the nexus of Addepar's activity, requiring daily communication with data providers and clients.

🎯 What You'll Do

• Perform daily verification checks on portfolio account data
• Troubleshoot data pipeline issues and feed processing exceptions
• Maintain and optimize operational workflows
• Collaborate with teams to address client data inquiries

📋 Requirements

• Experience in financial investment/advisory industry with capital markets knowledge
• Attention to detail and problem-solving skills
• Communication and interpersonal skills for stakeholder engagement
• Ability to multitask and prioritize in a fast-paced environment

✨ Nice to Have

• Technical skills in Microsoft Excel, SQL, or Salesforce
• Knowledge of Bloomberg or Thomson Reuters
• Experience with Jira or similar tools

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Interview· 60 min
4. 4Offer· N/A