Portfolio Analytics Architect - AI-Driven Data Validation

Addepar; Salt Lake City (UT); On-site; USD 103,000 - 110,000; Full time

Benefits offered by this job

Bonus

Equity

Benefits

Job summary

Addepar seeks a Portfolio Analytics Architect to lead end‑to‑end data validation for client data conversion projects. You will drive scalable analytics in Databricks, write Python to detect anomalies, and guide clients through steady project completion.

You will collaborate with internal teams, address complex investment datasets, and implement AI‑driven improvements while maintaining high-quality deliverables and timelines.

Qualifications

• B.S in Finance, Mathematics, Statistics, Business or Economics.
• 2+ years experience in Technology, Finance, or Consulting.
• Hands-on experience with complex investment datasets across multi-asset portfolios.
• Proficiency in Python, Spark, and SQL with ETL fundamentals.
• Working knowledge of REST APIs.
• Experience with Databricks and/or a cloud-based data platform.

Responsibilities

• Lead the data validation process end-to-end with clients and internal teams.
• Develop scalable data analytics processes for validation in Databricks.
• Write Python logic to detect data anomalies and automate remediation.
• Facilitate recurring client sessions to track progress and steer the project.
• Research portfolio data discrepancies and recommend fixes for data issues.
• Review system calculation methodologies differences and document them.
• Coordinate across project teams and provide regular status updates.
• Escalate impediments to stakeholders and drive risk mitigation.

Skills

Python

Spark

SQL

ETL fundamentals

REST APIs

Databricks

Cloud-based data platform

Education

B.S in Finance, Mathematics, Statistics, Business or Economics

Tools

Databricks

Job description

Addepar seeks a Portfolio Analytics Architect to lead end‑to‑end data validation for client data conversion projects. You will drive scalable analytics in Databricks, write Python to detect anomalies, and guide clients through steady project completion.

You will collaborate with internal teams, address complex investment datasets, and implement AI‑driven improvements while maintaining high-quality deliverables and timelines.