The Enterprise Data Solutions team is responsible for integrating clients’ portfolios into Addepar, consulting clients on their trickiest portfolio data challenges, and ensuring data quality. To fill this role we are looking for individuals who have exceptional analytical skills, portfolio accounting or securities knowledge, excellent verbal, written, and client presentation skills, and bring an engineering approach to all problems they encounter. The enterprise data team solves the most difficult client problems. Our main goal is to systemize and scale.
Key Role Responsibilities
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $900 billion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.
At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.