Data Solutions Consultant
Addepar
Overview
In this role you will translate client data needs into scalable Addepar solutions and lead data conversion projects. You’ll work closely with clients and cross-functional teams to deliver accurate, timely data integration from legacy systems. You help scale our data tooling and processes while maintaining a consultative, client-first approach. This is a fast-paced, impact-driven position within a mission‑critical data platform used by leading investment firms.
Responsibilities- Translate client requirements into scalable data solutions
- Lead data conversion projects ETL historical portfolio data from legacy systems into Addepar
- Prioritise and manage multiple concurrent projects to completion
- Identify opportunities to improve processes and automate workflows
- Set, lead, and communicate expectations internally and externally
- Maintain proactive, consultative client communication
- Collaborate with Services, Sales, Product and Engineering teams
- Minimum 2+ years experience in technology, finance, or consulting
- Proficient in Python programming language
- Experience with financial products and securities modeling
- Solution-oriented mindset and strong problem-solving
- Excellent communication, organizational, and time-management skills
- Strong work ethic and teamwork
- Highly organized with attention to detail
- Independent and adaptable in a fast-paced environment
- communication
- problem solving
- team collaboration
- Python programming
- ETL data pipelines
- securities modeling
Reference: WJ-747_30162319