Note: The job is a remote job and is open to candidates in USA. Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. They are seeking an Onboarding Validation Analyst to support data conversion for new clients by ensuring accuracy and identifying inconsistencies in large sets of financial data. This role requires attention to detail and the ability to manage multiple projects effectively.
Responsibilities
- Dive Deep into Data: Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps
- Document and Log: Thoroughly document and log all your findings in a clear, standardized format
- Collaborate: Work closely with Project Leads who will guide your research and analysis and act as the main point of contact for our clients
- Manage Multiple Projects: Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
Skills
- Bachelor's degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
- 1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance
- Strong organizational skills with a focus on accuracy and consistency
- Ability to work independently and as part of a collaborative team environment
- Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
- Effective time management skills and the ability to balance multiple priorities
- Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
Benefits
Company Overview
Addepar is a software and data platform for even the most complex investment portfolios. It was founded in 2009, and is headquartered in Mountain View, California, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.
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