The Role

A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

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 $114,000- $142,000 + 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

• Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach"
• Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment
• Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
• Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution
• Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning
• Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees
• Coach, mentor, and develop staff, including overseeing new employee onboarding
• Delegate responsibility and expect accountability and regular feedback from your team
• Lead the data validation process end-to-end with the client and internal projects teams
• Develop scalable data analytics processes for validation in Databricks
• Write custom Python logic to detect large-scale data anomalies and automate remediation
• Identify and implement AI-driven automation and LLM integrations to streamline implementation

Leadership and Execution

• Lead internal management and strategic initiatives to grow the Data Analytics practice
• Amplify the mandate of the team and help execute on the team strategy
• Partner with other leads to optimize team and process efficiency
• Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance
• Prioritize and context-switch effectively to ensure the completion of simultaneous projects
• Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions
• Occasional travel required

Who You Are

• Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.
• B.S in Finance, Mathematics, Statistics, Business or Economics
• 2+ years experience working in Technology, Finance, or Consulting
• Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
• Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals
• Working knowledge of REST APIs
• Experience with Databricks and/or a cloud-based distributed data platform
• Solution-oriented approach and a passion for problem solving
• Proven ability to research, design and implement solutions for complex problems
• Positive attitude, strong work ethic, proactive and a high contributing team player
• Independent, adaptable and can thrive in a fast-paced environment
• Excellent communication and presentation skills, with proficiency in handling client objections
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with Salesforce