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Mid LevelFull-timeAIData
Salary Range
$16,150 - $21,850 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
The Portfolio Data Operations Specialist will join Addepar's Data Management organization to ensure clients receive timely and high-quality data. This role involves overseeing portfolio transaction processing, verification checks, and client support.
Key Responsibilities
- →Perform daily internal verification checks to ensure client portfolio data accuracy
- →Investigate and troubleshoot data pipeline issues and processing exceptions
- →Address data-related inquiries from clients, Sales, Services, and external partners
- →Assist regional counterparts with operations workflows and projects
- →Maintain team resources and procedural documentation
- →Collaborate with Product and Engineering to improve processes and tools
Requirements
- ✓2+ years of experience in financial investment/advisory industry
- ✓Deep knowledge of capital markets, trade processing, and operations systems
- ✓Strong attention to detail and meticulous process execution
- ✓Excellent communication and interpersonal skills
- ✓Ability to multitask and prioritize in a fast-paced environment
- ✓Technical skills in Excel, Google Suite, Jira/Confluence, SQL, Salesforce, Bloomberg, or financial systems
Benefits
- ★Opportunity to work with a global data and AI platform
- ★Role in a team that ensures high-quality data for clients
- ★Chance to collaborate with Product and Engineering teams
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