Data Solutions Consultant

3 weeks ago


London, Greater London, United Kingdom addepar Full time

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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