Validation Specialist

1 - 5 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Data Validation Specialist at Addepar, your main responsibility will be to support the data conversion for new Addepar clients by cross-referencing large sets of financial data between spreadsheets and systems. Your attention to detail is crucial as you identify and track inconsistencies in the data during the onboarding process. This non-client-facing role requires focus, consistency, and comfort with repetitive work. Your clear documentation of findings will play a key role in ensuring accuracy. **Key Responsibilities:** - Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps - Thoroughly document and log all your findings in a clear, standardized format - Work closely with Project Leads to guide your research and analysis - Manage multiple projects effectively, prioritizing and context-switching to see each through to completion **Qualifications Required:** - Bachelor's degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field - Minimum 1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance - Strong organizational skills with a focus on accuracy and consistency - Ability to work independently and as part of a collaborative team environment - Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms - Quick to learn new systems and follow structured processes for data navigation and validation - Effective time management skills and the ability to balance multiple priorities - Experience with portfolio/wealth management data highly desired In addition to the core values of Addepar, the company is proud to be an equal opportunity employer, promoting diversity and inclusion. Addepar is committed to providing reasonable accommodation for individuals with disabilities during the job application process and employment. Please be cautious of phishing scams involving job offers from individuals posing as Addepar hiring managers. Addepar does not make job offers without a formal interview process and does not request the purchase of equipment or supplies for onboarding. For any concerns or questions, please contact TAinfo@addepar.com.,

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Addepar

Financial Technology

San Francisco

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