Addepar
Financial Services
DataSolutionsConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Data Solutions Consultant at Addepar. Skills: Data Solutions, Client Integration, Data Engineering. Integrate client data. Consult clients on data challenges”
Industry & Context.
Solutions-oriented mentality; Passion for problem-solving
Authorized to work in US
What They're Looking For.
Must Have
2+ years of experience, Proficient in Python, Experience with financial products, Experience with securities modeling
Nice to Have
GCP Professional Data Engineer, AWS Data Analytics, Databricks Certified, dbt Certified
What You'll Do.
Integrate client data
Consult clients on data challenges
Execute client deliverables
Improve internal tooling
Improve internal processes
Translate client requirements
Lead data conversion projects
ETL historical portfolio data
How You'll Work.
Team & Collaboration
Internal Services teams; Sales teams; Product teams; Engineering teams
Communication Scope
Set expectations; Lead expectations; Communicate expectations; Communicate professionally; Consultative communication
Process & Methodology
Prioritize, Context-switch, Manage 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. 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 roles in Colorado, California, and New York. The current range for this role is $93,000 - $116,000 (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. Applicants must be legally authorized to work in the United St
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