Portfolio Analytics Architect

Leads client-facing portfolio data validation for investment data conversion projects, building analytics and anomaly-detection workflows with Python, Spark, SQL, and Databricks. Requires a bachelor's degree, 2+ years of relevant experience, and strong financial data, problem-solving, and communication skills.

About the job

Responsibilities

Lead the end-to-end data validation process with clients and internal project teams.
Develop scalable data analytics processes for validation in Databricks.
Write custom Python logic to detect large-scale data anomalies and automate remediation.
Facilitate recurring client sessions to track progress and steer data validation projects through completion.
Research and identify portfolio data performance discrepancies, and recommend solutions for manual data issues.
Review, compare, and document differences in system calculation methodologies.
Coordinate across project teams, communicate regular status updates, and set expectations for assigned data projects.
Mitigate project risks by escalating key impediments to stakeholders and executive leadership.
Prioritize and context-switch effectively across simultaneous projects.
Identify and implement AI-driven automation and LLM integrations to streamline implementation.

Requirements

Bachelor's degree in Finance, Mathematics, Statistics, Business, or Economics.
2+ years of experience working in Technology, Finance, or Consulting.
Hands-on experience with complex investment datasets, including multi-asset-class portfolios, performance data, and market data from various sources.
Proficiency in Python, Spark, and/or SQL, with familiarity with ETL fundamentals.
Working knowledge of REST APIs.
Experience with Databricks and/or a cloud-based distributed data platform.
Solution-oriented approach and passion for problem solving.
Ability to research, design, and implement solutions for complex problems.
Positive attitude, strong work ethic, proactive approach, and ability to contribute effectively as part of a team.
Ability to work independently, adapt, and thrive in a fast-paced environment.
Excellent communication and presentation skills, including proficiency in handling client objections.

Compensation and Benefits

Target base salary range: $103,000–$110,000, plus bonus, equity, and benefits.
The posted range reflects the minimum and maximum target base salary for roles in Colorado, California, and New York; the specific range for the preferred location may differ.