Portfolio Analytics Architect — AI-Driven Data Validation Leader

Addepar, Inc.; Salt Lake City, Northern (UT, KY); Hybrid; USD 103,000 - 110,000; Full time

Job summary

Addepar, Inc. is seeking a Portfolio Analytics Architect in Salt Lake City to lead end-to-end data validation for client data conversion projects and develop scalable analytics processes in Databricks.

The role requires hands-on experience with complex investment datasets and strong Python/SQL skills, with a focus on delivering high-quality results on schedule. You will work closely with clients and internal teams to validate data, detect anomalies, and implement AI-driven automation to

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, including multi-asset class portfolios, performance data, and market data.
• Proficiency in Python, Spark, and SQL with familiarity of ETL fundamentals.

Responsibilities

• Lead the data validation process end-to-end with the client and internal projects teams.
• Develop scalable data analytics processes for validation in Databricks.
• Write custom Python logic to detect large-scale data anomalies and automate remediation.
• Facilitate recurring client sessions to track progress and steer the data validation project through to completion.
• Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues.
• Review, compare and document system calculation methodologies differences.
• Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations.
• Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership.
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line.
• Identify and implement AI-driven automation and LLM integrations to streamline implementation.

Skills

Python

Spark

SQL

REST APIs

Databricks

ETL fundamentals

Education

B.S. in Finance/Math/Stats/Business/Economics

Tools

Databricks

Job description

Addepar, Inc. is seeking a Portfolio Analytics Architect in Salt Lake City to lead end-to-end data validation for client data conversion projects and develop scalable analytics processes in Databricks.

The role requires hands-on experience with complex investment datasets and strong Python/SQL skills, with a focus on delivering high-quality results on schedule. You will work closely with clients and internal teams to validate data, detect anomalies, and implement AI-driven automation to