Addepar at a glance
addepar.com- Founded 2009
SEC filings mentioning "Addepar": 62 — search EDGAR
Source: Wikipedia
Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines.
You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.
What You’ll Do
- Partner with Data Solutions: Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution.
- Translate Technical Progress: Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
- Lead Client Status Calls: Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.
- Facilitate Information Flow: Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client.
- Oversee Portfolio of Projects: Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.
- Drive Process Improvement: Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.
Who You Are
- Experienced: Minimum 2+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates.
- Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage “difficult conversations” regarding timelines or scope.
- Investment-Savvy: Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key).
- Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
- Collaborative: Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders.
- Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
- Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.
- Technical (Bonus): Familiarity with Python or SQL. While you won’t be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively.
Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)
Our Values
- Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
- Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
- Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
To apply for this job please visit job-boards.greenhouse.io.
Terms used in this posting
- hybrid
- A work arrangement combining both in-office and remote/at-home work, typically on a set schedule.
Explore Addepar online
What people say about Addepar
- Ask HN: Who is hiring? (August 2015)
- Gigster (YC S15) Does The Dev Work To Turn Your Idea Into An App
- Ask HN: Who is hiring? (July 2015)
- Ask HN: Who is hiring? (May 2015)
Recent news
- How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker - CNBC
- How Addepar scales investment workflows with Databricks AI agents - Databricks
- Addepar Establishes Singapore as Asia-Pacific Hub - PR Newswire
- Addepar's ADX tackles 'swivel chair problem' for advisor data sources - InvestmentNews
- Addepar Launches Data Exchange to Unify Wealth Information - Wealth Management
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Pune, Maharashtra
Weather right now in Pune, Maharashtra: checking… · Local time: · Air quality: · Daylight: · UV index:
Pune, previously spelled in English as Poona, is a city in the state of Maharashtra in the Deccan Plateau in Western India. It is the administrative headquarters of the Pune district, and of Pune division. In terms of the total amount of land under its jurisdiction, Pune is the largest city in Maharashtra by area, with a geographical area of 516.18km2, though by population it comes in a distant second to Mumbai. According to the 2011 Census of India, Pune has 7.2 million residents in the metropolitan region, making it the seventh-most populous metropolitan area in India. The city of Pune is pa
Maharashtra is a state in the western peninsular region of India occupying a substantial portion of the Deccan Plateau. It is bordered by the Arabian Sea to the west, the Indian states of Karnataka and Goa to the south, Telangana to the southeast and Chhattisgarh to the east, Gujarat and Madhya Pradesh to the north, and the Indian union territory of Dadra and Nagar Haveli and Daman and Diu to the
🇮🇳 Relocation safety for India: High Risk — via Warnely, CC BY 4.0
National unemployment rate in India: 4.2% — via World Bank
- Elevation 552m (1,811 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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