# Manager, Portfolio Analytics Architect

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Salt Lake City, UT
**Role:** Engineering Management
**Experience:** 5+ years
**Skills:** Python, Spark, SQL, Databricks, ETL, REST APIs, AI, LLMs
**Posted:** 2026-07-10

> Lead and coach a team of Portfolio Analytics Architects while performing hands-on data validation and automation projects. Develop scalable Python/Databricks processes, implement AI/LLM automation, and drive the Data Analytics practice for complex investment datasets.

## Job Description

## What You’ll Do

Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach". Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment. Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows. Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution. Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning. Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees. Coach, mentor, and develop staff, including overseeing new employee onboarding. Delegate responsibility and expect accountability and regular feedback from your team.

Lead the data validation process end-to-end with the client and internal projects teams. Develop scalable data analytics processes for validation in Databricks. Write custom Python logic to detect large-scale data anomalies and automate remediation. Identify and implement AI-driven automation and LLM integrations to streamline implementation.

## Leadership and Execution

Lead internal management and strategic initiatives to grow the Data Analytics practice. Amplify the mandate of the team and help execute on the team strategy. Partner with other leads to optimize team and process efficiency. Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance. Prioritize and context-switch effectively to ensure the completion of simultaneous projects. Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions. Occasional travel required.

## Who You Are

- Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects
- B.S in Finance, Mathematics, Statistics, Business or Economics
- 2+ years experience working in Technology, Finance, or Consulting
- Hands-on experience working 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 of ETL fundamentals
- Working knowledge of REST APIs
- Experience with Databricks and/or a cloud-based distributed data platform
- Solution-oriented approach and a passion for problem solving
- Proven ability to research, design and implement solutions for complex problems
- Positive attitude, strong work ethic, proactive and a high contributing team player
- Independent, adaptable and can thrive in a fast-paced environment
- Excellent communication and presentation skills, with proficiency in handling client objections

**Nice-to-haves**
- Previous experience in investment management software implementations
- Previous experience with Salesforce

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