Financial Data Solutions Expert

6 days ago

New York, New York, United States addepar Full time

About Addepar

Addepar is a leading technology and data company that empowers investment professionals to provide informed guidance to their clients. With a global presence and a platform that aggregates portfolio, market, and client data for over $5 trillion in assets, Addepar is a trusted partner for firms and individuals seeking to make smarter investment decisions.

The Role

A Data Solutions Consultant at Addepar is responsible for integrating clients' portfolio data into our platform and providing expert consulting services to address their complex data challenges. This role requires exceptional analytical and communication skills, as well as the ability to thrive in a fast-paced environment and bring a solutions-oriented approach to all problems encountered.

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 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
  • Independent, adaptable, and able to thrive in a fast-paced environment

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.

About Us

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 seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions.

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