Director-Data Operations
Director-Data Operations
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Job Description
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 Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars 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
We are seeking a Head of Portfolio Data Operations who excels in strategic problemsolving innovative thinking and strategic with a proven track record of building impactful teams focused on operational excellence. This role is based in Addepars Edinburgh UK office!
As part of the wider Addepar Data organisation the Portfolio Data Operations team is responsible for ensuring Addepars clients have timely and highquality data. This includes overseeing the processing of portfolio transactions and positions diligently completing verification checks and assisting clients with their data support queries. The Data Operations group is central to Addepars activity and requires daily communication with financial data providers clients and colleagues across the company.
As the global leader of the Portfolio Data Operations team you will leverage your expertise to drive key strategic operations initiatives that unlock efficiency deliver highquality data to clients and mitigate operational risk. Youll collaborate closely with your team and Engineering & Product leaders to identify opportunities for scaling through automation and modern operator tooling and champion the transformation of the Data Operations function. This position requires a strong people leader with a track record of working independently in a fastpaced environment.
What Youll Do
Strategic Leadership:
- Develop and execute a strategic roadmap for portfolio data operations aligning with Addepars business objectives and corporate growth plans.
- Collaborate with senior leadership to understand the organisations evolving needs and ensure the data operations strategy is closely aligned with these goals.
- Provide leadership on industry trends and emerging technologies to drive innovation within the data operations function.
Operational Management:
- Oversee the spectrum of operational workflows for portfolio and aggregator data feeds.
- Maintain effective process controls to ensure quality standards and organisational objectives and deliverables are achieved.
- Implement robust KPI tracking metrics and analytics to measure operational effectiveness resource utilisation operations scalability and costeffectiveness.
Maturity and Optimisation:
- Identify and seize opportunities for process automation and innovation contributing to the evolution of Addepars Data Operations function and scaling impact globally.
- Collaborate with Product and Engineering to design test and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
StrategicTactical Balance:
- Operate comfortably at both the strategic level influencing key decisionmakers and the handson level actively engaging with data operations workflows to help review manage and/or address data inquiries and requests from clients and internal stakeholders.
- Be prepared to get involved directly when necessary to address tactical challenges and ensure successful operation.
Stakeholder Collaboration:
- Collaborate closely with key stakeholders including the other Data Operations teams Gotomarket/services Engineering Product IT Finance and other business units to ensure alignment and integration of data operations initiatives.
People Management and Culture:
- Mentor managers/leads and consistently promote knowledge sharing and best practices across all teams.
- Manage a global team fostering a strong culture alongside achieving results: Balance driving performance with cultivating a highperforming inclusive and growthoriented team culture. Lead by example empowering team members to innovate and collaborate effectively while ensuring accountability for measurable outcomes
- Oversee recruitment onboarding and training of new team members.
Who You Are
- Significant experience in the financial investment/advisory/fintech industry with indepth knowledge of capital markets trading operations and middle/backoffice operations systems including several years in a senior leadership role.
- Expertise in data operations and data management with an exceptional understanding of custodial data pipelines and the unique challenges that come with managing and operating them.
- Proven experience in using process automation operational workflow reengineering and continuous improvement to enhance operational efficiency and scalability by using modern tools and technologies.
- Demonstrated track record of improving data quality and operational efficiency.
- Strong project management and analytical skills with experience in leading change management.
- Experienced in leading global teams crossfunctional and crossregional projects and learning and development initiatives.
- Outstanding communication and interpersonal skills for engaging with clients external data partners and internal team members and stakeholders.
- Experience in working at not only financial services companies but also product/platformled businesses is preferred.
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 .
Required Experience:
Director
Employment Type
Full Time
