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Solutions Consultant

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Join Addepar as a foundational Solutions Consultant in São Paulo, Brazil. You will lead platform implementations for top financial institutions across Latin America, blending technical problem-solving with client partnership. This role requires financial acumen, fluency in Portuguese and English,...
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Brazil , São Paulo
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Salary
Not provided
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Validation Specialist

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Join our team as a Validation Specialist in Salt Lake City. You will ensure the accuracy of financial data during client onboarding by cross-referencing spreadsheets and systems. This detail-oriented role requires strong organizational skills and proficiency with Excel. We offer a competitive pac...
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United States , Salt Lake City
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Salary
51000.00 - 64000.00 USD / Year
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Portfolio Data Consultant

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Seeking a Portfolio Data Consultant in Salt Lake City to lead client data validation for financial conversion projects. You'll need 2+ years in finance/tech, expertise in portfolio data, and strong problem-solving skills. This role offers a collaborative environment, bonus, equity, and benefits f...
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United States , Salt Lake City
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Salary
74000.00 - 93000.00 USD / Year
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Portfolio Performance Analyst

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Join our Edinburgh team as a Portfolio Performance Analyst. You will lead data validation for client portfolio conversions, ensuring accuracy and integrity. The role requires 2+ years in financial services/fintech, Python skills, and strong financial instrument knowledge. We offer a flexible, inc...
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United Kingdom , Edinburgh
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Not provided
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Lead Data Validation Specialist

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Lead a team ensuring financial data accuracy during client onboarding in Pune. This key non-client-facing role requires 4+ years in data validation and 1+ year of leadership experience. You will manage workflows, drive process improvements, and collaborate cross-functionally. Ideal for a detail-o...
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Location
India , Pune
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Not provided
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Investment Data Analyst

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Join our team as an Investment Data Analyst in Salt Lake City. You will integrate and analyze complex multi-asset class portfolios, performance, and market data directly with clients. This role requires 2+ years in finance/tech, deep instrument knowledge, and strong Excel skills. Enjoy a bonus, e...
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Location
United States , Salt Lake City
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Salary
90000.00 - 112000.00 USD / Year
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Onboarding Validation Analyst

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Join our team as an Onboarding Validation Analyst in Salt Lake City. You will ensure the accuracy of financial data conversion for new clients by cross-referencing spreadsheets and systems. This detail-oriented role requires strong organizational skills and proficiency with data tools. We offer a...
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United States , Salt Lake City
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Salary
51000.00 - 64000.00 USD / Year
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Technical Data Analyst

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Join our Pune team as a Technical Data Analyst. You will execute critical data migration, conversion, and validation projects for financial clients using Python and ETL tools. The role requires 2+ years of finance/tech experience, expertise in portfolio data, and strong communication skills. We o...
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India , Pune
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Not provided
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Portfolio Performance Analyst

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Join our team in Salt Lake City as a Portfolio Performance Analyst. You will lead end-to-end data validation for financial portfolio conversion projects. The role requires 2+ years in finance/tech, expertise in portfolio data, and strong communication skills. We offer bonus, equity, and benefits ...
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Location
United States , Salt Lake City
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Salary
74000.00 - 93000.00 USD / Year
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Investment Data Analyst

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Seeking an Investment Data Analyst in Edinburgh to transform complex financial data into actionable insights. You'll integrate multi-asset portfolios, advise on investment workflows, and ensure data accuracy for clients. The role requires strong Excel skills, finance knowledge, and a solutions-dr...
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United Kingdom , Edinburgh
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Not provided
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Data Solutions Consultant

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Join Addepar in Edinburgh as a Data Solutions Consultant. You will integrate client portfolio data and solve complex challenges using Python and financial modeling expertise. This role requires 2+ years in tech, finance, or consulting, with strong problem-solving and communication skills. We offe...
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United Kingdom , Edinburgh
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Not provided
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Data Client Support Analyst

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Join Addepar's Data Client Support team in Edinburgh. Utilize your financial industry expertise to provide first-class support and resolve client data inquiries. This role requires strong communication skills, a client-centric approach, and familiarity with tools like SQL and Salesforce. Be part ...
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Location
United Kingdom , Edinburgh
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Not provided
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