Portfolio Data Operations Specialist

Addepar, Inc.; Polska; Sur place; PLN 140 000 - 168 000; Plein temps

Résumé du poste

Addepar, Inc. is seeking a Portfolio Data Operations specialist to ensure timely, high-quality data for investment clients. You will verify data, resolve pipeline issues, and collaborate with cross-functional teams to improve processes and tooling.

The role emphasizes data accuracy, client support, and working with Product and Engineering to advance data capabilities within a fast-paced environment.

Qualifications

• Experience in financial investment/advisory operations.
• Strong data verification and QA skills.
• Excellent communication with internal and external stakeholders.

Responsabilités

• Verify portfolio data daily to ensure accuracy and SLA compliance.
• Troubleshoot data pipeline issues and triage with Engineering Support.
• Maintain workflows and identify opportunities to optimise.
• Collaborate with Client Support and Sales to address data inquiries.
• Work with Product/Engineering to design and test new data tooling.
• Participate in initiatives to launch new product offerings.

Connaissances

Financial industry experience

Attention to detail

Communication skills

Multitasking

Team collaboration

Problem solving

Outils

Microsoft Excel

SQL

Salesforce

Jira

Bloomberg

Thomson Reuters

Description du poste

Addepar, Inc. is seeking a Portfolio Data Operations specialist to ensure timely, high-quality data for investment clients. You will verify data, resolve pipeline issues, and collaborate with cross-functional teams to improve processes and tooling.

The role emphasizes data accuracy, client support, and working with Product and Engineering to advance data capabilities within a fast-paced environment.