Manager, Data Operations

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. We are currently seeking a Manager - Data Operations to lead our core Investment Book of Records (IBOR) Operations and Portfolio Data Operations (PDO) functions. This critical leadership role is responsible for ensuring Addepar's clients receive timely and high-quality data across both products. The manager will be instrumental in transforming, defining, and scaling these two core Data Operations functions for long-term efficiency and product success. This position sits at the nexus of Addepar's activity, requiring strong collaboration with data providers, clients, and internal partners across the firm.

Responsibilities

Provide leadership, mentorship, and supervision to the Data Operations teams; Oversee and manage daily operational workflows for both Portfolio Data Operations and IBOR functions; Lead investigation and root cause analysis of all reconciliation breaks; Own overall quality, accuracy, and timely delivery of daily processing cycle; Lead development and maintenance of process controls and metrics; Provide expert guidance and oversight on critical processes; Partner with Product and Engineering teams to design, test, and implement new tooling features; Coordinate operations and shift handoffs across global teams; Collaborate with leads across organizations on new data-related initiatives

Requirements

Applicants must have legal authorization to work in the country where this role is based on the first day of employment; Visa sponsorship is not available for this position; Proven leader with consistent track record of planning, designing, and leading multiple processes, people, and projects simultaneously; Demonstrated experience driving large-scale operational change and cross-functional projects, specifically implementing automation and new data tooling; 7+ years of progressive experience in financial services, specializing in securities modeling, post-trade processing, or trade-surveillance systems; Deep markets and instrument knowledge covering Equities, Fixed Income, and Corporate Actions; Expertise in reconciliation process including position reconciliation, transaction reconciliation, and cash reconciliation; Strong understanding of tolerance-based matching, rule-based sequential matching, and break lifecycle management; Outstanding communication and interpersonal skills; Ability to shape and optimize two core functions in Data Operations, driving automation and efficiency; Forward-looking and pragmatic problem-solver; Technical fluency with demonstrated proficiency in SQL, Python/VBA, or equivalent scripting/querying languages, and familiarity with financial systems (e.g., Bloomberg, Thomson Reuters); Demonstrated attention to detail and ability to work under time-sensitive deadlines; Must work out of Kalyani Nagar, Pune office 3 days a week