Senior Data Engineer, Analyst

Responsibilities Serve as a senior technical and analytical resource for Brown Advisory’s Addepar data ecosystem. Support, enhance, and scale Addepar workflows across portfolio management, client reporting, investment operations, performance analytics, and advisory processes. Analyze, troubleshoot, and resolve complex data issues involving accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting outputs. Build, maintain, and improve data pipelines between Addepar and enterprise platforms, including Snowflake, reporting tools, client platforms, portfolio systems, accounting systems, Canoe, and other vendor applications. Use Addepar APIs, extracts, imports, and platform tools to enable data integration, automation, enrichment, validation, and downstream consumption. Develop SQL queries, reconciliation logic, exception reports, data profiling routines, and automated data quality controls. Partner with business and technology stakeholders to translate portfolio management, client reporting, operations, and analytics needs into data requirements, technical specifications, and scalable delivery solutions. Support ingestion, transformation, normalization, and validation of portfolio, client, account, security, transaction, performance, benchmark, alternative investment, and reference data. Contribute to Snowflake‑centered data architecture by supporting secure data ingestion, modeling, quality checks, consumption‑layer design, and integration with analytics and reporting platforms. Collaborate with investment operations and reporting teams to validate performance, exposure, allocation, classification, and client reporting data. Support production data operations, including data‑feed monitoring, exception management, issue triage, root‑cause analysis, release validation, vendor escalation, and post‑incident remediation. Identify opportunities to automate manual workflows, reduce recurring data exceptions, improve data quality, and strengthen operational controls. Maintain clear documentation for data flows, mappings, business rules, reconciliation procedures, platform processes, and production support runbooks. Participate in platform enhancements, regression testing, user acceptance testing, release planning, and change‑management activities. Ensure Addepar‑related data processes align with Brown Advisory’s standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations. Partner with architects, engineers, platform owners, business analysts, vendors, and data governance stakeholders to continuously improve the reliability, scalability, and usability of the Addepar data environment. Requirements Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field. 5+ years of hands‑on experience with the Addepar platform in a wealth management, asset management, family office, investment advisory, or financial services environment. 5+ years of experience in data engineering, data analysis, investment operations technology, financial systems support, platform analytics, or enterprise data operations. Strong understanding of the Addepar data model, including accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting views. Experience supporting Addepar data imports, exports, data feeds, integrations, reconciliation processes, and platform configuration. Intermediate to advanced SQL skills, including joins, aggregations, data profiling, exception identification, reconciliation, and large‑dataset analysis. Experience diagnosing and resolving data quality issues across portfolio, account, transaction, position, security master, performance, and reporting datasets. Strong understanding of wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting. Experience translating business requirements into data requirements, technical specifications, data mappings, validation rules, and operating procedures. Strong analytical, problem‑solving, communication, documentation, and stakeholder‑management skills. Ability to operate effectively in a fast‑paced environment with multiple priorities, production deadlines, and high expectations for accuracy, reliability, and responsiveness. Ability to work in Brown Advisory’s Baltimore office three days per week. #J-18808-Ljbffr Jobtailor