Addepar Data Analyst

Galent is seeking an Addepar Data Analyst to support investment and portfolio data operations. The role focuses on Addepar data models, SQL analysis, data quality, reconciliation, integrations, reporting, and collaboration across investment, operations, technology, compliance, and vendor teams.

Requirements:

• Bachelor's degree in information systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field
• 5+ years of hands-on experience with the Addepar platform in wealth management, asset management, family office, investment advisory, or financial services environment
• 5+ years of experience in data engineering, data analysis, investment operations technology, financial systems support, platform analytics, or enterprise data operations
• Strong understanding of the Addepar data model, including accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting views
• Experience supporting Addepar data imports, exports, data feeds, integrations, reconciliation processes, and platform configuration
• Intermediate to advanced SQL skills, including joints, aggregations, data profiling, exception identification, reconciliation, and large-dataset analysis
• Experience diagnosing and resolving data quality issues across portfolios, accounts, transaction, position, security master, performance, and reporting datasets
• Strong understanding of wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting
• Experience translating business requirements into data requirements, technical specifications, data mappings, validation rules, and operating procedures
• Strong analytical, problem-solving, communication, documentation, and stakeholder-management skills
• Ability to operate effectively in a fast-paced environment with multiple priorities, production deadlines, and high expectations for accuracy, reliability, and responsiveness
• Ability to work across business, data, technology, investment operations, reporting, compliance, and vendor teams to deliver practical, scalable data solutions
• Experience integrating Addepar with Snowflake, Databricks, enterprise data warehouses, BI/reporting tools, CRM platforms, client portals, portfolio accounting systems, or investment operations platforms
• Experience using Addepar APIs or developer tools to support automated extracts, data enrichment, platform integrations, workflow automation, or downstream reporting processes
• Experience with Canoe or similar alternative investment document automation and data extraction
• Experience with Snowflake, including data ingestion, transformation, modeling, access controls, data sharing, and consumption-layer design
• Experience with Python, dbt, ETL/ELT tools, orchestration platforms, APIs, file-based integrations, and automation scripts
• Knowledge of portfolio accounting, investment book of record concepts, performance measurement, client reporting, asset classification, account hierarchy, and investment data governance
• Experience developing dashboards, exception reports, reconciliation tools, operational metrics, or analytics datasets
• Familiarity with financial services controls, including audit, data lineage, access controls, SOX, AML/KYC, SEC/FINRA, and operational risk requirements
• Experience with Agile delivery, SDLC processes, production support, incident management, root-cause analysis, release validation, and change-management procedures