Data Solutions Consultant

Sway; New York (NY); Sur place; USD 93 000 - 120 000; Plein temps

Résumé du poste

Addepar, a global data and AI platform, seeks a Data Solutions Consultant to help clients integrate their portfolio data into Addepar and address complex data challenges.

You will lead client deliverables, work across internal teams, and contribute to tooling and process improvements to scale the business in a fast-paced environment.

Qualifications

• Minimum 2+ years of experience in technology, finance, or consulting.
• Proficient in Python programming language.
• Experience with financial products and securities modeling.
• Solution-oriented mentality and problem-solving.
• Excellent communication, organizational, and time-management skills.

Responsabilités

• Translate client requirements into scalable data solutions.
• Lead data conversion projects to ETL historical portfolio data into Addepar.
• Prioritize multiple projects and drive them to completion.
• Identify opportunities to improve processes and tools for scale.
• Set and communicate expectations internally and externally.
• Communicate with clients in a proactive, consultative manner.
• Collaborate with Services, Sales, Product, and Engineering teams.

Connaissances

Python

Communication

Analytical

Time management

Independence

Outils

SQL

ETL tools

Description du poste

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

A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, 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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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


• 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


• Independent, adaptable, and can thrive in a fast-paced environment

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$93,000 — $120,000 USD

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.