Addepar

Addepar

Data Solutions Consultant

New York, NY

No sponsorship$93k-$116kDetected 46 days ago
PythonData EngineeringCommunicationProblem SolvingAdaptabilityOrganizational Skills

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 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.

Responsibilities

  • Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar
  • 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
  • Collaborate with internal Services, Sales, Product, and Engineering teams
  • Think and operate with intention, purpose and care. Own outcomes.
  • Collaborate to unlock the best solutions. Deliver lasting value.
  • Drive Innovation
  • 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.

Requirements

  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Experience with financial products and securities modeling

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $93,000 - $116,000 (base salary) + bonus + equity + benefits.
  • Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
  • Translate unique client requirements into flexible and scalable data solutions
  • Embrace Learning

Company info

  • 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.
  • 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.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • 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 beg
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.