Addepar
Financial Data Platform
DataSolutionsConsultant
Neural analysis suggests this role is
optimal for Entry candidates.
“Data Solutions Consultant at Addepar. Skills: Data Integration, Client Consulting, Python. Integrate client data. Consult clients on data challenges”
What You'll Achieve.
Turn complex financial information into actionable intelligence; Unify portfolio, market and client data; Deliver AI-powered insights; Manage and advise on assets; Power end-to-end investment operations; Scale our growing business
Industry & Context.
Solutions oriented approach; Problem solving
Right to work in the United Kingdom from the first day of employment, Visa sponsorship is not available
What They're Looking For.
Must Have
2+ years experience working in technology, finance, or consulting, Python programming language, financial products and securities modeling, right to work in the United Kingdom
Nice to Have
Kubernetes a plus
What You'll Do.
Integrate client data
Consult clients on data challenges
Execute client deliverables
Improve internal tooling
Improve internal processes
Translate requirements to data solutions
Lead data conversion projects
ETL historical portfolio data
Identify process improvement opportunities
Communicate with clients
How You'll Work.
Team & Collaboration
Collaborate with internal Services teams; Collaborate with internal Sales teams; Collaborate with internal Product teams; Collaborate with internal Engineering teams
Communication Scope
Exceptional communication skills; Communicate expectations; Communicate with clients
Process & Methodology
Lead data conversion projects, Prioritise and context-switch, Complete simultaneous projects
Full 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 and São Paulo. 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 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 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 Prioritise 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 Communicat
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