Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Data Validation Specialist will support data conversion for new clients by cross-referencing financial data, ensuring accuracy during onboarding, and documenting findings.
Responsibilities
- 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
Skills
- 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
- Effective time management skills and the ability to balance multiple priorities
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
- Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
Benefits
Company Overview
Addepar is a software and data platform for even the most complex investment portfolios. It was founded in 2009, and is headquartered in Mountain View, California, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.
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