Solutions Consultant - Alternatives Data Management (ADM)

Addepar1; City of Edinburgh; On-site; GBP 60,000 - 90,000; Full time

Job summary

Addepar is seeking an ADM Solutions Consultant in the United Kingdom to lead onboarding and implementation of the ADM platform for clients, guiding them through data integration and project execution. You will work with client management, product, data and sales teams to ensure a successful deployment and a seamless transition to ongoing operations.

The role requires 2–3+ years in finance, technology, consulting or project management, a proactive mindset, and the ability to manage multiple

Qualifications

• 2–3+ years in finance, technology, PM or consulting.
• Solution-oriented with strong problem-solving skills.
• Experience with project management.
• Experience with alternative investment data.

Responsibilities

• Onboard and implement ADM for Addepar clients, leading project management and execution.
• Collaborate with cross-functional teams to ensure successful delivery and client satisfaction.
• Prioritize multiple projects and guide each to completion.
• Identify process improvements as the platform expands.
• Engage with clients in a proactive, consultative, professional manner.

Skills

Finance knowledge

Project management

Consulting experience

Data management

Communication skills

Tools

Addepar platform

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.