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 Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As a Senior Lead of the Alternatives Data Operations, you will lead the operations function that is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. You will manage a team of Alternatives Data Ops analysts who review Private Fund statements, modify data that has been incorrectly extracted by our machine learning models, and reprocess data within SLAs. In this role, you'll own the operational strategy, team performance, and continuous improvement of the Alternatives Data Ops function—a critical component of Addepar's Alternatives offering success. Your responsibilities will include building and scaling a high-performing team, establishing processes and metrics that optimize quality and throughput, managing SLA performance, and serving as the primary liaison between the Alternatives Data Ops team and cross-functional partners including the Alternatives Product Team, Engineering, Client Delivery, and additional personnel across the organization. What You’ll Do - Develop and execute a strategic roadmap for Alternatives and Market data operations, aligning with Addepar's business objectives and corporate growth plans. - Drive automation and efficiency initiatives, identifying opportunities to reduce manual work, streamline workflows, and scale the team's capacity - Collaborate with senior leadership to understand the organization's evolving needs and ensure the data operations strategy is closely aligned with these goals. - Own operational strategy and metrics, establishing KPIs around data quality, processing speed, and client satisfaction—identifying trends, bottlenecks, and opportunities for improvement - Lead issue resolution and escalation, proactively managing blockers and maintaining alignment with internal stakeholders - Collaborate cross-functionally with Product, Engineering, and Client Solutions to implement new processes and tooling that improve the data processing experience and increase operational efficiency Operational Management: - Oversee the spectrum of operational workflows for alternatives data and market data feeds, ensuring smooth execution and rapid issue resolution. - Maintain effective process controls to ensure quality standards, and organizational objectives and deliverables are achieved. Establish, monitor, and report on Service Level Agreements (SLAs) for data delivery, ensuring consistent and timely provision of accurate data to internal and external stakeholders. - Implement robust KPI tracking, metrics and analytics to measure operational effectiveness, resource utilization, operations scalability, and cost-effectiveness - Establish and maintain processes, workflows, and playbooks that ensure consistency, quality, and scalability across the Alternatives Data Ops function People Management and Culture - Lead and grow the Alternatives Data Ops team, including hiring, onboarding, mentoring, and fostering career development—helping team members understand the business impact of their work and creating opportunities for growth within the function - Mentor managers/leads and consistently promote knowledge sharing and best practices to all groups. - Manage a global team, fostering a strong culture alongside achieving results: Balance driving performance with cultivating a high-performing, inclusive, and growth-oriented 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 - 10+ years of experience in data operations, data management, or a related field within the financial services or wealth tech industry. - Proven experience in a senior leadership role - Extensive experience with Alternatives Data (e.g., Private Equity, Hedge Funds, Real Estate, Private Credit) is a must. Experience with Market Data (e.g., equities, fixed income, derivatives, pricing, corporate actions) is a nice to have. - Proven experience using process automation, operational workflow re-engineering 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 with leading global teams, cross-functional and cross-regional projects, and learning and development initiatives. - Outstanding communication and interpersonal skills for engaging with clients, external data partners, and internal team members and stakeholders. 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.

Sr. Lead, Alternatives Data Operations

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