Data Conversion Delivery Manager

addepar1; Pune District; Hybrid; INR 1,500,000 - 2,700,000; Full time

Benefits offered by this job

Hybrid work model

Pune office

Job summary

Addepar is seeking a Historical Data Conversion Delivery Manager in Pune. You will bridge Data Solutions Consultants with client stakeholders, translating complex data migration work into actionable client narratives while guiding requirements back to the internal team.

You will help define remediation strategies and maintain visible status on progress, gaps, and timelines. The role is hybrid, based in Pune with UK shift hours; you will collaborate with teams across the U.S., U.K., and other

Qualifications

• 3+ years of experience in project management, finance, or consulting.
• Ability to translate technical progress into business narratives for clients.
• Strong communication across global stakeholders.
• Comfort working in hybrid, fast-paced environments.

Responsibilities

• Partner with Data Solutions: serve as the dedicated liaison to internal Data Solutions Consultants and manage administrative workflows.
• Translate technical progress, data challenges, and migration results into digestible client narratives.
• Lead client status calls to convey project health and manage expectations around timelines or data discrepancies.
• Facilitate information flow by ensuring client requirements are scoped for the technical team and constraints explained to the client.
• Oversee portfolio of projects by prioritizing and coordinating across teams and resources.
• Drive process improvement to enhance the communication workflow between Project Management and Data Solutions.

Skills

Client communication

Stakeholder mgmt

Finance domain knowledge

Data/migration project experience

Python/SQL (bonus)

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

As a Historical Data Conversion Delivery Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client's business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines.

You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position

What You’ll Do

• Partner with Data Solutions: Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution.
• Translate Technical Progress: Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
• Lead Client Status Calls: Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.
• Facilitate Information Flow: Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client.
• Oversee Portfolio of Projects: Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.
• Drive Process Improvement: Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.

Who You Are

• Experienced: Minimum 3+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates.
• Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage "difficult conversations" regarding timelines or scope.
• Investment-Savvy: Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key).
• Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
• Collaborative: Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders.
• Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
• Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.
• Technical (Bonus) : Familiarity with Python or SQL. While you won't be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively.

Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)

Our Values

Act Like an Owner - Think and operate with intent