Addepar
Alternatives Data Solutions Consultant
Salt Lake City, UT
No sponsorship$74k-$93kDetected 28 days ago
Project ManagementLeadershipCommunicationProblem SolvingAdaptability
About the role
- An ADM (Alternatives Data Management) Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management).
- In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution.
- The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology.
Responsibilities
- Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
- Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
- 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.
- Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc.
- Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps.
Requirements
- Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
- Experience with project management
- Experience working with alternative investment data
Nice to have
- Experience with the Addepar platform is a plus
Compensation
- The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
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
- An ADM (Alternatives Data Management) Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps.
- The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.
- 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 begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.