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Part of the broader Addepar Data Management organization, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.
Full Time
IT Outsourcing & Consulting
$71k-95k (estimate)
01/31/2024
05/03/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.