Job details

Portfolio Performance Analyst

Addepar is a global technology and data company focused on empowering investment professionals. They are seeking a Portfolio Performance Analyst to lead data validation processes and collaborate with internal teams and clients.

Skills

Financial portfolio data understanding
Outstanding communication skills
Organizational and time-management skills
Experience in Python programming (preferred)

Responsibilities

Lead the end-to-end data validation process with clients
Conduct training and working sessions with clients
Support clients in identifying portfolio data discrepancies
Document system calculation differences
Coordinate project teams and communicate status updates
Identify process improvement opportunities

Education

B.S in Finance, Mathematics, Statistics, Business or Economics

Benefits

Bonus
Equity
Benefits package

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CEO of Addepar

Eric Poirier

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By Addepar

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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