Portfolio Data Product Manager

The Role

A Product Manager within Portfolio Data Feeds is a key resource for projects to expand and enhance the Addepar Data Feed Network.

What You’ll Do

The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-focused approach to all problems they encounter.

The individual will support and work with designated Scrum Teams and will report to a Lead Product Manager in Portfolio Data Feeds. 

In this role, you will be interacting with providers, vendors, and various internal team members within Software and Data Engineering, and Data Operations among others, with the goal of:

• Analyse and onboard content from diverse sources into Addepar’s data integration ecosystem.
• Partner with engineering, product management, and data operations to deliver high-quality, timely, and reliable data feeds.
• Work with user experience, design, and project management teams to contribute to data-oriented workflow solutions and product improvements.
• Manage interactions with aggregators and partners to ensure successful data integration.
• Define functional and technical implementations in collaboration with Engineering, including data modelling and technical requirements documentation.
• Organise, prioritise, and execute multiple feed projects, ensuring timely delivery and smooth transitions to operational teams.
• Act as a resource for the scrum team, handling escalations and requests for assistance.
• Continuously refine and improve processes to optimise throughput and efficiency.
• Identify opportunities to define, document, and automate workflows to streamline and scale operations.
• Resolve key issues and collaborate with providers to enhance data feeds, ensuring they meet stakeholder requirements.

Who You Are

The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-focused approach to all problems they encounter.

• Several years of data analysis and project management experience.
• Extensive finance domain-specific experience with portfolio data.
• Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy.
• Strong communication and interpersonal abilities to facilitate working with vendors and internal collaborators. 
• Ability to communicate domain knowledge well both in person and in writing for different stakeholders
• Experience with financial products, securities modelling, and the life cycle of investments.
• Ability to work cross-functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes an understanding of high-level data development concepts, data modelling, and the ability to write and review technical requirements documents.
• Solutions-focused mentality and passion for problem-solving.
• Excellent organisational and time-management skills to drive processes and create efficiency.
• Strong work ethic, proactive, and a highly contributing teammate.
• Independent, adaptable, and can thrive in a fast-paced environment