Data Solutions Consultant

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, Singapore, and São Paulo.

About 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 execute client deliverables while continuously improving internal tooling and processes 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 and must be authorized to begin work in the U.S. on their first day of employment.

Responsibilities

• 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 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

Requirements

• 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

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.

Pay

The current range for this role is $85,000 - $105,000 (base salary) + bonus + equity + benefits for roles in Colorado, California, and New York. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Benefits

In addition to base salary, this role includes bonus, equity, and benefits. Addepar is proud to be an equal opportunity employer and is committed to promoting a welcoming environment where inclusion and belonging are shared responsibilities. 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.