Data Solutions Consultant

6 months ago

Edinburgh, United Kingdom Addepar Full time

**Who We Are**

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar's platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
- Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

**The Role**:
**What You'll Do**:

- 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, manage, 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

**Who You Are**:

- 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 can 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.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

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