Data Validation Specialist
Core
Cross-reference large sets of financial data between spreadsheets and systems to ensure accuracy during client onboarding.
Role type
Data Validation Specialist (onboarding)
Builds
Data conversion and validation for new Addepar clients
Domain
Financial data / Investment operations
Required skills
Data comparison, inconsistency identification, documentation, prioritization, time management, spreadsheet proficiency (Excel), system navigation
Preferred skills
Financial data familiarity, AI/LLM integration knowledge
Responsibilities
Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps; Document and log all findings in a clear, standardized format; Collaborate with Project Leads to guide research and analysis; Manage multiple simultaneous projects; Identify and implement AI-driven automation and LLM integrations to streamline implementation
