Data Solutions Consultant
3 weeks ago
About the Role
Addepar is a global technology and data company that helps investment professionals provide the most informed guidance for their clients. We are seeking a Data Solutions Consultant to integrate clients' portfolio data into our platform and consult with clients on their complex data challenges.
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
- Identify and drive opportunities to improve our current processes and tools
- 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
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.
Addepar is 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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