Loading...
Mid LevelFull-timeRustData
Salary Range
$60,563 - $81,938 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
Addepar is seeking a Portfolio Data Operations Specialist to join their Data Management organization. This role is responsible for ensuring clients have timely and high-quality data, overseeing transaction processing, and providing data support.
Key Responsibilities
- →Perform daily internal verification checks to ensure portfolio account data accuracy
- →Investigate and troubleshoot data pipeline issues and processing exceptions
- →Complete and maintain operational workflows, identifying optimization opportunities
- →Collaborate with Client Support and Sales teams to address client data inquiries
- →Partner with Product and Engineering to design and implement new processes
- →Participate in company initiatives for new product offerings
Requirements
- ✓Prior work experience in financial investment/advisory industry
- ✓Deep knowledge of capital markets, trade processing, and operations systems
- ✓Excellent attention to detail and problem-solving abilities
- ✓Strong communication and interpersonal skills
- ✓Proven track record of multitasking in fast-paced environments
- ✓Technical skills in Excel, SQL, Salesforce, Jira, Bloomberg, or financial systems
