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Data Solutions Consultant

2 months ago

Edinburgh, Edinburgh, United Kingdom 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 40 countries, Addepar aggregates portfolio, market, and client data for over $5 trillion in assets.

The Role

A Data Solutions Consultant at Addepar is responsible for integrating clients' portfolio data into our platform and consulting clients on their complex data challenges. As a Data Solutions Consultant, you will execute on client deliverables, improve internal tooling and processes, and collaborate with cross-functional teams.

Key Responsibilities

  • Translate client requirements into flexible and scalable data solutions
  • Lead data conversion projects to ETL historical portfolio data from legacy systems into Addepar
  • Prioritize and context-switch to complete simultaneous projects
  • Identify opportunities to improve processes and tools to streamline workflows
  • Effectively set and communicate expectations internally and externally
  • Communicate with clients in a proactive, consultative, and professional manner

Requirements

  • Minimum 2+ years experience 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

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 committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.