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, 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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