Director, Data Operations

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 $7 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, and Dubai.

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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

We are currently seeking a Head of Alternatives Data Operations who is skilled in strategic problem-solving, innovative thinking, strategic execution, and has a successful history of building impactful teams with great focus on operational excellence. This role is based in Addepar’s office in Pune, India!

The Director of Data Operations will be a pivotal leader responsible for the end-to-end operational excellence, data quality, and timely delivery of our critical Alternatives Data. This global role demands a strategic thinker with a strong operational background, a deep understanding of financial data (specifically alternatives data), and a proven track record in driving technology transformation. The Data Operations group sits at the nexus of Addepar's activity and requires daily communications with financial data providers, clients, and other personnel across the company. The ideal candidate will inspire and lead a diverse team of data analysts and operators, fostering a culture of continuous improvement, innovation, and accountability.

As the global leader in the Data Operations team, you will bring your expertise to drive key, strategic operations initiatives that unlock efficiency, deliver high quality data to clients and mitigate operational risk. You'll work closely with your team and Engineering & Products leaders to find opportunities to drive scale through automation, modern operator tooling and champion transformation of the Data Operations function. This position requires a strong people leader with a track record of working independently in a fast-paced environment.

What You’ll Do

• Strategic Leadership:
• Develop and execute a strategic roadmap for Alternatives and Market data operations, aligning with Addepar's business objectives and corporate growth plans.
• Collaborate with senior leadership to understand the organization's evolving needs and ensure the data operations strategy is closely aligned with these goals.
• Provide thought leadership on industry trends and emerging technologies to drive innovation within the data operations function.
• Operational Management:
• Oversee the spectrum of operational workflows for alternatives data and market data feeds, ensuring smooth execution and rapid issue resolution.
• Maintain effective process controls to ensure quality standards, and organizational objectives and deliverables are achieved. Establish, monitor, and report on Service Level Agreements (SLAs) for data delivery, ensuring consistent and timely provision of accurate data to internal and external stakeholders.
• Implement robust KPI tracking, metrics and analytics to measure operational effectiveness, resource utilization, operations scalability, and cost-effectiveness
• Maturity and Optimization:
• Identify and seize opportunities for process optimization, automation and innovation, contributing to the evolution of Addepar’s Data Operations function and scaling impact globally.
• Collaborate with product and engineering teams to define and execute the technology roadmap for data operations, focusing on modernizing infrastructure, tools, and processes that improve data quality as well as increase operational efficiency
• Design and implement operational strategies that support the growing volume and complexity of alternatives and market data, ensuring scalability, resilience, and disaster recovery capabilities.
• Strategic-Tactical Balance:
• Operate comfortably at both the strategic level, influencing key decision-makers, and the hands-on level, actively engaging with data operations workflows to help review, manage, and/or address data inquiries and requests from clients and internal stakeholders.
• Roll up your sleeves when necessary to address tactical challenges and ensure successful operation.
• Stakeholder Collaboration:
• Collaborate closely with key stakeholders, including the other Data Operations teams, Go-to-market/services, Engineering, Product, IT, compliance and risk teams to ensure alignment and integration of data operations initiatives.
• Effectively communicate data operations status, challenges, and strategic initiatives to senior leadership and relevant stakeholders.
• People Management and Culture
• Mentor managers/leads and consistently promote knowledge sharing and best practices to all groups.
• Manage a global team, fostering a strong culture alongside achieving results: Balance driving performance with cultivating a high-performing, inclusive, and growth-oriented team culture. Lead by example, empowering team members to innovate and collaborate effectively, while ensuring accountability for measurable outcomes
• Oversee recruitment, onboarding, and training of new team members.

Who You Are

• Minimum 18+ years of professional experience. 
• Significant experience in data operations, data management, or a related field within the financial services or wealth tech industry.
• Proven experience in a senior leadership role.Ability to manage Sr.Managers and Managers in a matrixed environment.
• Extensive experience with Alternatives Data (e.g., Private Equity, Hedge Funds, Real Estate, Private Credit) is a must. Experience with Market Data (e.g., equities, fixed income, derivatives, pricing, corporate actions) is a nice to have.
• Proven experience using process automation, operational workflow re-engineering and continuous improvement to enhance operational efficiency and scalability by using modern tools and technologies. 
• Demonstrated track record of improving data quality and operational efficiency. 
• Strong project management and analytical skills with experience in leading change management
• Experienced with leading global teams, cross-functional and cross-regional projects, and learning and development initiatives.
• Outstanding communication and interpersonal skills for engaging with clients, external data partners, and internal team members and stakeholders.
• Familiarity with data visualization tools (e.g. Looker, Tableau, Power BI)
• Familiarity with various data technologies (e.g., SQL, Python, scripting languages, working with cloud data platforms)
• Ideally, you’ll have experience in working at not only financial services companies but also product/platform led businesses.

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 TAinfo@addepar.com.