The Role

A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects, who lead the data validation process end-to-end for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring your team delivers high-quality validation work on every project, 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, strong analytical and communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They take a hands-on approach to solving problems, build scalable and automated solutions, work collaboratively with project teams across regions and take ownership of the outcomes our clients depend on.

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

• 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.
• Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows.
• 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.
• Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees.
• Coach, mentor, and develop staff, including overseeing new employee onboarding.
• Delegate responsibility and expect accountability and regular feedback from your team.
• 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

Leadership and Execution

• 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 
• Partner with leads across regions to optimize team and process efficiency
• Lead and mentor the team. Drive prioritization, process, and execution consistency. 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 

Who You Are

• Demonstrated leadership and managerial ability with proven success leading teams, projects and cross-functional initiatives
• Bachelor’s degree in Finance, Mathematics, Statistics, Engineering, Business, Economics or a related field; CFA or FRM progress is a plus
• 5+ years experience working in Technology, Finance, Consulting, fund accounting or investment operations
• 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
• Working knowledge of REST APIs
• Experience with Databricks and/or a cloud-based distributed data platform
• Solution-oriented approach and a passion for problem solving
• Proven ability to research, design and implement solutions for complex problems
• Positive attitude, strong work ethic, proactive and a high contributing team player
• Independent, adaptable and can thrive in a fast-paced environment
• Clear written and verbal communication skills, with the ability to document complex findings, represent the team’s work to stakeholders and work effectively with colleagues across time zones
• Able to work hours that regularly overlap with teams in the US and UK
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with Salesforce