Addepar

Addepar

Manager, Data Validation Specialist (Investment Management)

Salt Lake City, UT

No sponsorship$83k-$130kDetected 1 day ago
ExcelLeadershipCommunicationCollaboration

About the role

  • This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work.
  • It's a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.
  • You'll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function.

Responsibilities

  • Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role
  • Manage a team's work allocation, prioritization, and execution to ensure on-time, high-quality project delivery
  • Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability
  • Develop and maintain documentation, templates, and standard operating procedures for data validation
  • Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions
  • 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, Singapore and São Paulo.
  • We are seeking a Lead (Manager), Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding.

Requirements

  • Bachelor's degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
  • 3+ years of experience in data validation, financial operations, data quality assurance, or a related field
  • Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments
  • Excellent communication skills, with the ability to guide and influence across teams
  • Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms

Nice to have

  • 1+ year of people leadership or team coordination experience preferred
  • Familiarity with financial data is a plus, but not required.
  • Quick to learn new systems and follow structured processes for data navigation and validation

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $83,000 - $130,000 + bonus + equity + benefits.
  • Foster a team culture that values collaboration, learning, and a shared commitment to client success

Company info

  • 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, Singapore and São Paulo.
  • The Role
  • We are seeking a Lead (Manager), Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You'll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners.
  • This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It's a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • 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 beg
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.