Data Solutions Consultant
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Job Location:
Monthly Salary:
Posted on:
30-10-2025
Vacancies:
1 Vacancy
Job Summary
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City Salt Lake City Chicago London Edinburgh Pune Dubai and Geneva.
The Role
A Data Solutions Analyst (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 Analyst 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.
What Youll Do
- 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 our 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
Who You Are
- Minimum 2 years of experience working in technology finance or consulting
- Experience with Python programming language is a bonus but not a requirement
- 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
Our 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.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
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. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
Contract
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
