Lead, Portfolio Data Analyst
Core
Lead a team of Portfolio Data Analysts to integrate external financial data into Addepar's platform, acting as a player/coach while managing process controls and technical requirements.
Role type
Lead, Portfolio Data Analyst (Team Lead / Product Manager hybrid)
Builds
Data integration ecosystem for portfolio, market, and client data
Domain
Financial services / Investment management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Data analysis, Product management, Team leadership, Process design, Technical requirements writing, Data modeling
Preferred skills
SQL, Python, Databricks, Excel, VBA
Responsibilities
Supervise and mentor a team of Portfolio Data Analysts; Develop and maintain process controls and metrics; Integrate external financial data providers into the platform; Write technical requirements for data transformation; Partner with engineering and product teams to deliver data solutions.
Seniority
Lead, hands-on IC with team management