Lead Architect - Telecommute

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.
A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $114,000- $142,000 + bonus + equity + benefits.
Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach"
Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment
Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution
Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning
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
Identify and implement AI-driven automation and LLM integrations to streamline implementation
Lead internal management and strategic initiatives to grow the Data Analytics practice
Amplify the mandate of the team and help execute on the team strategy
Lead and mentor the team. Hone ability to drive results and manage team performance
Prioritize and context-switch effectively to ensure the completion of simultaneous projects
Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions
Occasional travel required
Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals
Experience with Databricks and/or a cloud-based distributed data platform
Bonus] Previous experience in investment management software implementations
[Bonus] Previous experience with Salesforce
Embrace Learning - Engage our community to broaden our perspective. 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. 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. 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 View email address on click.appcast.io.