Portfolio Data Ops Analyst: Drive Data Quality

Addepar; Województwo mazowieckie; On-site; PLN 50,000 - 70,000; Full time

Job summary

Addepar is seeking a candidate for the Portfolio Data Operations team in Poland. This role involves ensuring the accuracy and availability of portfolio data, conducting verification checks, troubleshooting data issues, and collaborating with various teams to address client inquiries. Ideal applicants have experience in the financial investment industry, strong problem-solving and communication skills, and technical proficiency in tools such as Excel and SQL. Addepar values diversity and inclusion in its hiring practices.

Qualifications

• Experience in capital markets, trade processing, and middle/back-office operations systems.
• Excellent attention to detail and passion for problem solving.
• Outstanding communication and interpersonal skills.

Responsibilities

• Perform daily internal verification checks for portfolio account data.
• Investigate and troubleshoot data pipeline issues.
• Collaborate with Client Support and Sales to address client inquiries.

Skills

Attention to detail

Problem solving

Communication

Multitasking

Team-oriented

Technical skills (Excel, SQL, etc.)

Education

Experience in financial investment/advisory industry

Tools

Microsoft Excel

SQL

Salesforce

Jira

Bloomberg

Thomson Reuters

Job description

Addepar is seeking a candidate for the Portfolio Data Operations team in Poland. This role involves ensuring the accuracy and availability of portfolio data, conducting verification checks, troubleshooting data issues, and collaborating with various teams to address client inquiries. Ideal applicants have experience in the financial investment industry, strong problem-solving and communication skills, and technical proficiency in tools such as Excel and SQL. Addepar values diversity and inclusion in its hiring practices.