Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About 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.
What they're looking for
- 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
- 1+ year of people leadership or team coordination experience preferred
- 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
More about this role
Who We Are
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.
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...
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