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 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 Familiarity with financial data is a plus but not required Quick to learn new systems and follow structured processes for data navigation and validation Effective time management skills and the ability to balance multiple priorities 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