Market Data Operations Lead

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 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s 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, Pune, and Dubai.

The Role

We are currently seeking a Market Data Operations Lead. This role is based in Addepar’s office in Pune, India.

The Market Data Operations team is responsible for ensuring Addepar's clients have timely and accurate data to make investment decisions. This will include leading all aspects of the processing of market data feeds, ensuring data quality through verification checks, and collaborating with our engineers. As Addepar launches new products to cover the entire investment process including security / market data operations, trading, and an investment book of record, the Data Operations team will take on the responsibility to handle all aspects of the operations process.

The Market Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

What You’ll Do

• Pioneer the Market Data Operations function and establish a team of world-class analysts.
• Design procedures for internal verification checks, ensuring market data integrity and availability within SLAs.
• Develop and complete quality assurance tests for market data product features and integrations.
• Manage market data pipeline workflows and client inquiries regarding benchmarks, FX rates, and general security reference data. 
• Work with Product and Engineering teams to acquire, validate, and update related referential security data for all asset classes supported by Addepar.
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
• Lead the team to accomplish goals that are aligned with the organization’s business and culture objectives and hold self and everyone accountable for meeting expectations
• Collaborate with leads of different teams on new data related initiatives, product offerings and technology transformation/automation initiatives.

Who You Are

• Minimum 12+ years experience at a financial services or financial data organization.
• Need experience managing medium size teams. 
• Deep knowledge and experience within the Investment Management or Wealth Management industry required.
• Strong experience building client sensitive and business critical operational processes with clear client SLA and operational KPIs.
• Proven track record of leading teams and excelling in a forward-thinking fast paced environment enabling decisions to achieve the desired results in the shortest amount of time.
• Possess good knowledge on trade processing, NAV review, corporate actions, income processing, security valuation, financial reports, production, query handling, and other ad-hoc reporting for funds.
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

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 TAinfo@addepar.com.