Data Implementation Specialist

Addepar; Salt Lake City (UT); On-site; USD 90,000 - 112,000; Full time

Benefits offered by this job

Bonus

Equity

Comprehensive benefits package

Job summary

A global technology and data company is seeking a Data Implementation Specialist to integrate client portfolio data and consult on complex data challenges. The ideal candidate has 2+ years in tech or finance, strong analytical skills, and a solution-oriented approach. The role involves leading data projects and collaborating with various teams to optimize processes and deliver client value. Competitive salary ranges from $90,000 to $112,000 plus bonus and benefits.

Qualifications

• Minimum 2+ years of experience working in technology, finance, or consulting.
• Experience with financial products and securities modeling.
• Solution-oriented mentality and passion for problem-solving.

Responsibilities

• Translate unique client requirements into flexible and scalable data solutions.
• Lead data conversion projects with Addepar clients.
• Identify and drive opportunities to improve current processes and tools.

Skills

Problem-solving

Data analysis

Communication skills

Organizational skills

Tools

Python programming language

Job description

Overview

Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role
A Data Implementation Specialist (Data Solutions Consultant) is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Implementation Specialist, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.

The current salary range for this role is $90,000 - $112,000 (base salary) + bonus + equity + benefits. Salaries are determined based on the role, skills, experience, location, and market conditions. Your recruiter can share more about the specific salary range for your location during the hiring process.

What You’ll Do

• 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, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
• Effectively set, lead, 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

Who You Are

• Minimum 2+ years of experience working in technology, finance, or consulting
• Experience with Python programming language is a bonus but not a requirement
• 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
• Independent, adaptable, and can thrive in a fast-paced environment

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.

Phishing Scam Warning
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [e-mail].