Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

We are currently seeking a Lead, Data Analyst to join our Portfolio Data Feeds team in Poland. As well as performing the role of a Lead Data Analyst within the team, using your skills to effectively contribute to the team's overall goals, you will lead and develop the team's analysts to enable them to do the same. Please note: applicants must have, and maintain the right to work in Poland to be considered. A background check is required to be completed prior to the first day of work.

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in Poland • Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met. • Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities. • Lead the team to accomplish goals that are aligned with the organisationʼs business and culture objectives and hold self and team members accountable for meeting expectations. • Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform. • Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform. • Analyze and onboard content from different sources into Addeparʼs data integration ecosystem. • Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions. • Understand Addeparʼs products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience.

• 5+ years of experience in data analysis with relevant finance domain-specific experience. • Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously. • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality. • Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents. • Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications.