Onboarding Validation Analyst

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 $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

The Role

We are looking for an Onboarding Validation Analyst 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.

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

Who You Are

Our Values

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 [HIDDEN TEXT].

Skills Required

Excel, Spreadsheets