Portfolio Data Product Manager

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

A Product Manager within Portfolio Data Feeds is a key resource for projects to expand and enhance the Addepar Data Feed Network.

What You’ll Do

The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-focused approach to all problems they encounter.

The individual will support and work with designated Scrum Teams and will report to a Lead Product Manager in Portfolio Data Feeds.

In this role, you will be interacting with providers, vendors, and various internal team members within Software and Data Engineering, and Data Operations among others, with the goal of:

• Analyse and onboard content from diverse sources into Addepar’s data integration ecosystem.
• Partner with engineering, product management, and data operations to deliver high-quality, timely, and reliable data feeds.
• Work with user experience, design, and project management teams to contribute to data-oriented workflow solutions and product improvements.
• Manage interactions with aggregators and partners to ensure successful data integration.
• Define functional and technical implementations in collaboration with Engineering, including data modelling and technical requirements documentation.
• Organise, prioritise, and execute multiple feed projects, ensuring timely delivery and smooth transitions to operational teams.
• Act as a resource for the scrum team, handling escalations and requests for assistance.
• Continuously refine and improve processes to optimise throughput and efficiency.
• Identify opportunities to define, document, and automate workflows to streamline and scale operations.
• Resolve key issues and collaborate with providers to enhance data feeds, ensuring they meet stakeholder requirements.

Who You Are

The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-focused approach to all problems they encounter.

• Several years of data analysis and project management experience.
• Extensive finance domain-specific experience with portfolio data.
• Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy.
• Strong communication and interpersonal abilities to facilitate working with vendors and internal collaborators.
• Ability to communicate domain knowledge well both in person and in writing for different stakeholders
• Experience with financial products, securities modelling, and the life cycle of investments.
• Ability to work cross-functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes an understanding of high-level data development concepts, data modelling, and the ability to write and review technical requirements documents.
• Solutions-focused mentality and passion for problem-solving.
• Excellent organisational and time-management skills to drive processes and create efficiency.
• Strong work ethic, proactive, and a highly contributing teammate.
• Independent, adaptable, and can thrive in a fast-paced environment

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 [email protected].