Data Solutions Consultant
1 month ago
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, Addepar aggregates portfolio, market, and client data for over $6 trillion in assets.
The Role
We are seeking a Data Solutions Consultant to integrate clients' portfolio data into Addepar and consult with clients on their complex data challenges. As a Data Solutions Consultant, you will execute on client deliverables and drive internal tooling and process improvements to scale our growing business.
Responsibilities
- Translate 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
- Identify and drive opportunities to improve our current processes and tools
- 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
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.
Equal Opportunity Employer
Addepar is an equal opportunity employer and is committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
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