Solutions Consultant - Alternatives Data Management (ADM)

Addepar, Inc.; City of Edinburgh; On-site; GBP 65,000 - 95,000; Full time

Job summary

Addepar, Inc. in Edinburgh is seeking an ADM Solutions Consultant to guide clients through onboarding alternatives data via the ADM platform. You will lead projects, manage client relationships and ensure seamless integration with existing Addepar solutions.

The ideal candidate has 2–3+ years in finance/tech consulting, strong project management skills, and familiarity with alternative data. Visa to work in the United Kingdom is required; sponsorship is not available.

Qualifications

• 2–3+ years of professional experience in finance, technology, project management or consulting.
• Strong problem-solving and solution-oriented approach.
• Experience with project management.
• Experience working with alternative investment data.
• Excellent communication, organizational and time-management skills.

Responsibilities

• Onboard and implement ADM for Addepar clients, leading project management and solution design.
• Collaborate with cross-functional teams to ensure successful delivery and client satisfaction.
• Prioritize multiple projects and drive them through to completion.
• Identify process improvements and contribute to scalable methodologies as the platform expands.
• Engage with clients in a proactive, consultative and professional manner.

Skills

Project management

Finance industry experience

Alternative data experience

Communication skills

Independent working

Addepar platform experience

Job description

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

The Role

An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps. The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands‑on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
• Connect with clients in a proactive, consultative and professional manner

Who You Are

• Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
• Solution-oriented approach and a passion for problem solving
• Experience with project management
• Experience working with alternative investment data
• Strong work ethic, proactive and a high contributing teammate
• Independent, adaptable and can thrive in a fast-paced environment
• Excellent communication, organizational, and time-management skills
• Experience with the Addepar platform is a plus

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.