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Data Solutions Consultant

1 month ago

New York, New York, United States addepar Full time

About Addepar

Addepar is a global technology and data company that empowers investment professionals to provide informed guidance to their clients. With a presence in over 45 countries, our platform aggregates portfolio, market, and client data for over $6 trillion in assets. We collaborate with over 100 software, data, and services partners to deliver a comprehensive solution for various firms and use cases.

The Role

A Data Solutions Consultant at Addepar is responsible for integrating clients' portfolio data into our platform and consulting them on complex data challenges. This role involves executing client deliverables and driving internal tooling and process improvements to scale our growing business. The ideal candidate will possess exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to problem-solving.

Key Responsibilities

  • Translate unique client requirements into flexible and scalable data solutions
  • Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
  • Effectively set, lead, and communicate expectations both internally and externally
  • Communicate with clients in a proactive, consultative, and professional manner
  • Collaborate with internal Services, Sales, Product, and Engineering teams

Requirements

  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Proficient in Python programming language
  • Experience with financial products and securities modeling
  • Solution-oriented mentality and passion for problem-solving
  • Excellent communication, organizational, and time-management skills
  • Strong work ethic, proactive, and a high contributing teammate
  • Highly organized, close attention to detail, and driven to make processes more efficient

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.

Addepar is an equal opportunity employer and is committed 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.

Addepar is not responsible for any phishing scams or fake job offers. If you have any questions, please reach out to TAinfo@addepar.com.