Lead, Data Validation Specialist (Investment Management)

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners. 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. You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $83,000 - $130,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery Review and audit data validation projects to ensure adherence to standards and best practices Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability Develop and maintain documentation, templates, and standard operating procedures for data validation Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions Foster a team culture that values collaboration, learning, and a shared commitment to client success Who You Are Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field 3+ years of experience in data validation, financial operations, data quality assurance, or a related field 1+ year of people leadership or team coordination experience preferred Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments Excellent communication skills, with the ability to guide and influence across teams 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 Process-oriented with a continuous improvement mindset and strong attention to detail 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 [email protected] .

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