--- title: 'Lead, Data Validation Specialist at Addepar' canonical: 'https://feeny.ai/job/lead-data-validation-specialist-addepar-edinburgh-95r3g8rn5f9g' type: 'job' last_seen: '2026-09-06' --- # Lead, Data Validation Specialist at Addepar - **Company:** Addepar - **Location:** Edinburgh, United Kingdom - **Work type:** remote - **Posted:** 2026-08-06 - **Last confirmed live:** 2026-09-06 - **Apply:** https://job-boards.greenhouse.io/addepar1/jobs/8686947002 ## Job description ## 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 seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners. 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. You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function. 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 - Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role - Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery - Review and audit data validation projects to ensure adherence to standards and best practices - Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability - Develop and maintain documentation, templates, and standard operating procedures for data validation - Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions - Foster a team culture that values collaboration, learning, and a shared commitment to client success - 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 - 3+ years of experience in data validation, financial operations, data quality assurance, or a related field - 1+ year of people leadership or team coordination experience preferred - Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments - Excellent communication skills, with the ability to guide and influence across teams - Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms - Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation - Process-oriented with a continuous improvement mindset and strong attention to detail ## 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 ta-operations@addepar.com. ## About Addepar ## Company Overview - **One-liner**: Addepar is a global data and AI company that provides a platform for financial professionals to aggregate, analyze, and manage complex investment portfolios. - **Entity Type**: Private - **Headquarters**: New York, New York, United States - **Founded**: 2009 - **Founders**: Joe Lonsdale ## Core Business - **Primary industry**: Financial Technology (FinTech) / Data & AI for Wealth and Asset Management - **Target customers**: B2B, serving financial professionals including wealth managers, family offices, asset managers, and financial institutions (1,400+ clients globally) - **Mission or purpose statement**: To create a more transparent financial system, enabling everyone to understand the assets they own, where they’re invested, and how they’re performing at any given moment. [addepar.com](https://addepar.com/about) ## Products & Services - **Addepar Platform**: A data and AI engine that powers investment decisions, unlocks operational efficiency, and enables strategic scaling. It aggregates and normalizes data across a wide asset universe. - **Addepar Data Exchange (ADX)**: A managed data environment that connects clients to their data ecosystem, unifying, governing, and activating data across the enterprise to power advanced analytics, AI workflows, and trusted portfolio insights. [addepar.com](https://addepar.com/) ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company). - **Key Metric**: Powers more than $9 trillion in assets across 1,400+ clients in 60+ countries. [addepar.com](https://addepar.com/about) - **Notable Investors/Partners**: Key leadership includes Joe Lonsdale (Founder and Chairman of the Board), Eric Poirier (CEO), and Peter O'Brien (Founder and Chairman of the Board). Board members include Juan Sabater and Jamie Hildreth. [addepar.com](https://addepar.com/about) - **Growth Signals**: Celebrated 15 years of growth and success. Opened a new state-of-the-art office in Pune, India, housing cross-functional teams including global R&D and operations, signaling strategic international expansion. [addepar.com](https://addepar.com/careers) Active job postings: 131 as of latest data. [Greenhouse](https://job-boards.greenhouse.io/addepar1) ## Competitive Advantages - **Massive Scale & Data Moat**: Managing over $9 trillion in assets provides an unparalleled data network effect, making the platform stickier and more valuable as more clients join. - **Industry Leadership & Longevity**: Founded in 2009, Addepar is a well-established, trusted leader at the intersection of AI and finance. - **Platform Ecosystem**: The ADX creates a unique, integrated data environment that differentiates it from point-solution competitors. - **Award-Winning Culture**: Recognized as a Built In Best Place to Work in 2024. [addepar.com](https://addepar.com/careers) ## Strategic Focus - **AI-First**: The company is heavily investing in AI and agents, as evidenced by dedicated AI roles (e.g., Software Engineer, Fullstack – AI Platform; Sr. Software Engineer - AI/ML; Head of Product and Solutions Marketing - AI and Agents). [Greenhouse](https://job-boards.greenhouse.io/addepar1) - **Global Expansion**: Growing its presence in key markets like India (Pune), Poland, and the UK (Edinburgh). - **Platform Innovation**: Continuously enhancing its data platform (ADX) and core portfolio analytics to drive operational efficiency for clients. ## Why Work Here - **Culture & Values**: Emphasizes "The Addepar Way" with core values: Data is our Compass, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning, and Act Like an Owner. [addepar.com](https://addepar.com/careers) - **Work Policy**: Global hybrid workforce, with offices in New York, Salt Lake City, Pune (India), Edinburgh (UK), and Poland. Roles are available as on-site, hybrid, or remote depending on the position. [addepar.com](https://addepar.com/careers) - **Benefits**: Competitive medical, dental, and vision benefits; a monthly wellness allowance; and Flexible Time Off (FTO). [addepar.com](https://addepar.com/careers) - **Learning & Development**: Access to several professional development tools. [addepar.com](https://addepar.com/careers) - **Engineering Culture**: Strong investment in top talent at the intersection of technology and finance, with a focus on building a dynamic team. [addepar.com](https://addepar.com/careers) - **Recruitment Fraud Warning**: Addepar warns candidates about recruitment fraud and notes they will never ask for payments or purchases during the hiring process. [addepar.com](https://addepar.com/careers) ## Sources 1. [addepar.com - Careers](https://addepar.com/careers) 2. [addepar.com - Home](https://addepar.com/) 3. [addepar.com - About](https://addepar.com/about) 4. [Greenhouse - Jobs at Addepar](https://job-boards.greenhouse.io/addepar1) 5. 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