Data Validation Specialist

About this role

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are looking for a Data Validation Specialist to join our team and support the data conversion for new Addepar clients. This role involves cross-referencing large sets of financial data between spreadsheets and systems, helping to ensure accuracy during onboarding.

You’ll play a key part in identifying and tracking any inconsistencies, with clear documentation and attention to detail being the most important parts of the job. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Dive Deep into Data: Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps Document and Log: Thoroughly document and log all your findings in a clear, standardized format Collaborate: Work closely with Project Leads who will guide your research and analysis and act as the main point of contact for our clients Manage Multiple Projects: Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line Identify and implement AI-driven automation and LLM integrations to streamline implementation Who You Are Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field 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 Familiarity with financial data is a plus, but not required.