Data Services Lead - Private Investments & Addepar Expert

Focus Financial Partners; St. Louis (MO); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners is seeking a Data Services Lead to support Operations by maintaining accurate private investment data and ensuring client reporting integrity in Addepar. This role emphasizes detail, analysis, and cross-team collaboration to manage private investments.

The position involves working across internal teams and external partners, with a base salary in a broad range and potential bonus. Office options include Chicago or St. Louis, with standard business hours.

Qualifications

• Bachelor's degree preferred but not required.

Responsibilities

• Execute daily operational processes related to establishing, maintaining, and reporting on client portfolios within Addepar.
• Maintain ownership of new limited partnership investment reporting and necessary system and process updates.
• Assist with retrieval and saving of client statements.
• Support new client and new account onboarding in Addepar.
• Load and reconcile manually maintained accounts as needed.
• Assist with data integrity initiatives, audits, and ongoing enhancements within Addepar.
• Partner with Operations and other internal teams to ensure the accuracy and completeness of portfolio data.
• Contribute to process improvement initiatives focused on increasing automation, efficiency, and data quality.

Skills

Addepar

Data accuracy

Analytical skills

Attention to detail

Communication

Education

Bachelor's degree preferred

Tools

Addepar

Excel

Portfolio accounting

Job description

Focus Partners is seeking a Data Services Lead to support Operations by maintaining accurate private investment data and ensuring client reporting integrity in Addepar. This role emphasizes detail, analysis, and cross-team collaboration to manage private investments.

The position involves working across internal teams and external partners, with a base salary in a broad range and potential bonus. Office options include Chicago or St. Louis, with standard business hours.