Data Operations Analyst (India)

Pune, India

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Addepar

Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about...

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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s tech and data platform to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $4 trillion in assets. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 30 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking a Data Operations Team Lead to join, expand, and steer the organization's presence in Pune, India!

What You’ll Do

  • Serve as a "player/mentor" who will contribute to and supervise a team of Data Operations Analysts in Pune, India.
  • Oversee and manage daily operational workflows for portfolio and aggregator data feeds, and help review, manage, and/or address data inquiries and requests from clients, internal stakeholders, and external
  • Maintain effective process controls and accurate metrics to ensure quality standards, and organizational objectives and deliverables are achieved.
  • Partner with members of Product and Engineering to identify and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
  • Collaborate with regional counterparts to manage common operations workflows, projects, and new initiatives.
  • Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities.

Who You Are

  • 7+ years of experience in the financial investment/advisory industry, with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
  • Detailed and well-adapted in documenting processes and standard methodologies and exhibits good follow through techniques.
  • Outstanding communication and interpersonal skills for engaging with clients, external data partners, and internal team members.
  • Experienced with leading teams, cross-functional and cross-regional projects, and learning and development initiatives.
  • Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
  • Forward looking and pragmatic on finding effective solutions to complex issues and challenges.
  • Willing to work flexible hours.
  • Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, 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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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.

* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰

Tags: Confluence DataOps Data quality Engineering Excel FinTech Jira Salesforce SQL

Perks/benefits: Career development Flex hours Health care

Region: Asia/Pacific
Country: India
Job stats:  10  3  0
Categories: Analyst Jobs MLOps Jobs

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