Data Operator

The Role Part of the broader Data organization, the Document Collections team is responsible for ensuring that all of our clients fund documentation is collected from various sources within SLA’s and uploaded into Addepar to allow the various Data Ops teams to process these documents. This role’s primary responsibility is to extract documents from various sources and upload them into Addepar. In addition this team will be responsible for monitoring data connections and ensuring that any connections failing are addressed quickly and efficiently. The Document Collections team plays a critical role in the success of Addepar’s Data offerings and requires daily communications with various Product Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund Admins), and additional personnel across the organization. What You’ll Do ● Manage the Document Collection pipeline for Addepar clients, which includes but is not limited to: o Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed. o Ensuring that the documents are uploaded to the correct Addepar client. o Engaging clients, GPs, or Fund Admins if a portal connection fails. o Help maintain Document Collection workflow procedures and play-books. ● Partner with Product and Engineering to implement new processes and tooling features that improve Document Collection UX and increase operational workflow efficiency. Who You Are ● Minimum 1+ years of work experience in the financial advisory, FinTech, or banking industries. ● Outstanding communication and interpersonal skills with excellent attention to detail. ● Ability to think critically and effectively balance multiple projects and processes simultaneously. ● Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes. ● Proactive and diligent in documenting team processes and finding opportunities to improve team workflows. ● Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality. ● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel preferable.

Job Type: Full-time

Pay: ₹11,436.93 - ₹30,000.69 per month

Benefits:

• Health insurance

Language:

• English (Preferred)

Work Location: In person

Expected Start Date: 02/08/2025