Addepar at a glance
addepar.com- Founded 2009
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
Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar’s reporting and analysis capabilities.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.
The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Warsaw. The current range for this role is 160,000 – 192,000 złoty (base salary).
Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners
- Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
- Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs
- Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency
- Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics
Who You Are
- Prior work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting
- Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects
- Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
- Willing to work flexible hours
- Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications
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.
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 Poland
Poland, officially the Republic of Poland, is a country in Central Europe. It extends from the Baltic Sea in the north to the Sudetes and Carpathian Mountains in the south, and borders Lithuania and Russia to the northeast; Belarus and Ukraine to the east; Slovakia and the Czech Republic to the south; and Germany to the west. The territory has a varied landscape, diverse ecosystems, and a temperate climate. Poland is composed of sixteen voivodeships and is the fifth most populous member state of the European Union (EU), with over 38 million people, and the fifth largest EU country by land area
Market context
- Similar listings in Poland 1
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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