Data Solutions Consultant

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who We Are</strong></span></p> <p>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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.</p></div><h4><span style="text-decoration: underline;"><strong>The Role</strong></span></h4> <p>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.</p> <p data-renderer-start-pos="4560" data-local-id="f58b2cc32a20">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 <span data-highlighted="true" data-vc="highlighted-text"><span class="_kqswh2mm"><span class="_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke" data-testid="definition-highlighter">H-1B</span></span></span>, <span data-highlighted="true" data-vc="highlighted-text"><span class="_kqswh2mm"><span class="_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke" data-testid="definition-highlighter">F-1</span></span></span>/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.</p> <h4><span style="text-decoration: underline;"><strong>What You’ll Do</strong></span></h4> <ul> <li>Translate unique client requirements into flexible and scalable data solutions</li> <li>Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar </li> <li>Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line</li> <li>Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows</li> <li>Effectively set, lead, and communicate expectations both internally and externally</li> <li>Communicate with clients in a proactive, consultative, and professional manner </li> <li>Collaborate with internal Services, Sales, Product, and Engineering teams</li> </ul> <h4><span style="text-decoration: underline;"><strong>Who You Are </strong></span></h4> <ul> <li>Minimum 2+ years of experience working in technology, finance, or consulting</li> <li>Proficient in Python programming language </li> <li>Experience with financial products and securities modeling</li> <li>Solution-oriented mentality and passion for problem-solving</li> <li>Excellent communication, organizational, and time-management skills</li> <li>