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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are looking for a Data Validation Specialist to join our team and support the data conversion for new Addepar clients. This role involves cross-referencing large sets of financial data between spreadsheets and systems, helping to ensure accuracy during onboarding. You’ll play a key part in identifying and tracking any inconsistencies, with clear documentation and attention to detail being the most important parts of the job.
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.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- 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
- Identify and implement AI-driven automation and LLM integrations to streamline implementation
Who You Are
- 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
- Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
- Effective time management skills and the ability to balance multiple priorities
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 ta-operations@addepar.com.