Senior Addepar Data Engineer​/Analyst

Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game‑changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client‑first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory is seeking a Senior Addepar Data Engineer / Analyst to help advance the firm’s Wealth and Asset Management data capabilities. This role is responsible for supporting and scaling the Addepar data ecosystem, with a focus on data engineering, platform analytics, integration support, data quality, operational automation, and investment data enablement. The role will work at the intersection of technology, investment operations, portfolio management, client reporting, and enterprise data.

The successful candidate will help ensure that Addepar data is accurate, reliable, timely, well‑governed, and available for downstream reporting, analytics, advisory workflows, and business decision‑making.

• Serve as a senior technical and analytical resource for Brown Advisory’s Addepar data ecosystem.
• Support, enhance, and scale Addepar workflows across portfolio management, client reporting, investment operations, performance analytics, and advisory processes.
• Analyze, troubleshoot, and resolve complex data issues involving accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting outputs.
• Build, maintain, and improve data pipelines between Addepar and enterprise platforms, including Snowflake, reporting tools, client platforms, portfolio systems, accounting systems, Canoe, and other vendor applications.
• Use Addepar APIs, extracts, imports, and platform tools to enable data integration, automation, enrichment, validation, and downstream consumption.
• Develop SQL queries, reconciliation logic, exception reports, data profiling routines, and automated data quality controls.
• Partner with business and technology stakeholders to translate portfolio management, client reporting, operations, and analytics needs into data requirements, technical specifications, and scalable delivery solutions.
• Support ingestion, transformation, normalization, and validation of portfolio, client, account, security, transaction, performance, benchmark, alternative investment, and reference data.
• Contribute to Snowflake‑centered data architecture by supporting secure data ingestion, modeling, quality checks, consumption‑layer design, and integration with analytics and reporting platforms.
• Collaborate with investment operations and reporting teams to validate performance, exposure, allocation, classification, and client reporting data.
• Support production data operations, including data‑feed monitoring, exception management, issue triage, root‑cause analysis, release validation, vendor escalation, and post‑incident remediation.
• Identify opportunities to automate manual workflows, reduce recurring data exceptions, improve data quality, and strengthen operational controls.
• Maintain clear documentation for data flows, mappings, business rules, reconciliation procedures, platform processes, and production support runbooks.
• Participate in platform enhancements, regression testing, user acceptance testing, release planning, and change‑management activities.
• Ensure Addepar‑related data processes align with Brown Advisory’s standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations.
• Partner…