Data Solutions Consultant Job at Addepar (New York)

Data Solutions Consultant

A Data Solutions Consultant is responsible for integrating clients’ portfolio da...

Location

United States , Salt Lake City

Salary:

74000.00 - 93000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience working in technology, finance, or consulting
Experience with Python programming language
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
Must be legally authorized to work in the United States without requiring current or future visa sponsorship

Job Responsibility

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
Identify and drive opportunities to improve 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

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Data Solutions Consultant

A Data Solutions Analyst (Data Solutions Consultant) is responsible for integrat...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience working in technology, finance, or consulting
Experience with Python programming language
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
Must have and maintain the right to work in the United Kingdom from the first day of employment

Job Responsibility

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

What we offer

Global flexible workforce model
Reasonable accommodation for individuals with disabilities
Equal opportunity employer promoting diverse ideas, experiences, and backgrounds

Fulltime

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you will lead some of Addepar’s complex a...

Location

India , Pune

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
Exceptional communication skills with the ability to translate technical concepts into business outcomes
Creative problem-solver who operates with ownership and accountability in ambiguous environments
Works effectively across teams and functions to deliver measurable impact
Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
Thrives in a fast-paced environment with evolving priorities and global stakeholders
Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Job Responsibility

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Fulltime

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most comple...

Location

United States , New York

Salary:

112000.00 - 175000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
Exceptional communication skills with the ability to translate technical concepts into business outcomes
Creative problem-solver who operates with ownership and accountability in ambiguous environments
Works effectively across teams and functions to deliver measurable impact
Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
Thrives in a fast-paced environment with evolving priorities and global stakeholders

Job Responsibility

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

What we offer

bonus
equity
benefits

Fulltime

Sr. Data Solutions Consultant

Location

India , Bengaluru

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Applicants must have legal authorization to work in the country where this role is based on the first day of employment
Visa sponsorship is not available for this position

Alternatives Data Management Solutions Consultant

An ADM Solutions Consultant is responsible for facilitating the onboarding and i...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
Solution-oriented approach and a passion for problem solving
Experience with project management
Experience working with alternative investment data
Strong work ethic, proactive and a high contributing teammate
Independent, adaptable and can thrive in a fast-paced environment
Excellent communication, organizational, and time-management skills
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment
visa sponsorship is not available for this role

Job Responsibility

Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
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
Connect with clients in a proactive, consultative and professional manner
Facilitate the onboarding and implementation process for Addepar ADM (Alternatives Data Management)
Work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution
Lead ADM projects through client management, project management, solution design (where applicable)
Ensure the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps

Lead Consultant – Data & Analytics Solutions

The Lead Consultant of Data & Analytics Solutions is a project team lead and cli...

Location

United States , Greater Boston or New York Metro Areas

Salary:

Not provided

CTI Data

Expiration Date

Until further notice

Requirements

Microsoft Azure and other cloud environments
Broad experience in data warehouse and business intelligence tools (BI, ETL, Data Quality and RDBMS tools/platforms)
Excellent understanding of data warehouses / data-marts and dimensional data models
Depth in at least one business domain (supply-chain, CRM, etc.)
Mastery of data and advanced analytics solutions development methodologies and project management
Bachelor or Master’s Degree in: Data Science, Computer Science, Information Technology, Information Systems, or similar discipline
A minimum of 6 years of experience working with Business Intelligence/Data Analytics
Flexibility to travel locally and within the Northeast as business dictates
Strong communication skills

Job Responsibility

Lead the data and requirements analysis, design, implementation and planning process. Perform hands-on tasks as required, typically in areas of high complexity. Provide technical architecture guidance to CTI, including contractors and customer project staff
Be the project focal point with client management and ensure successful delivery with high customer satisfaction
Develop an in-depth understanding of the client’s data, systems, business, and teams/people to frame the end-to-end project technical approach and plan
Onboard the team and oversee all work, directing CTI and client staff as appropriate. Ensure work meets technical, financial, and schedule goals
Perform hands-on design and implementation in crucial areas of the project
Execute time/billing processes and customer approval/financial processes

What we offer

Remote/hybrid work environment
25+ years of proven success within the IT systems and consulting industry
Competitive compensation packages that reward high performance
Exciting career growth paths and supportive culture that facilitates continuous learning
Collaborative team-based environment
Comprehensive benefit package including medical, dental, Flexible Spending, 401(k) with match
Company paid Life insurance and Long-Term Disability
Generous PTO packages that reflect the importance of work/life balance

Managing Consultant - Data Science (Customer Data)

Join our frog data team and help shape the future of data and AI consulting. We ...

Location

United Kingdom , London

Salary:

Not provided

frog

Expiration Date

Until further notice

Requirements

Expert in building and evaluating Generative AI solutions and Large Language Models (LLMs) for various use cases
Experience in developing and implementing machine learning models, including predictive, forecasting, classification, and deep learning models
Hands-on experience in customer behaviour analytics, marketing, commercial, web, or product analytics with core focus in customer experience
Experience in working with various data sets, including transactional/EPOS, digital, social and loyalty
Skilled in using programming languages such as Python
Knowledge of cloud platforms and tools for data science and machine learning
Utilise visualisation tools such as Power BI or Tableau to present data insights effectively
Experience leading cross-functional teams to understand business challenges and create valuables products/solutions, including planning, execution, and successful delivery of AI/ML POCs, MVPs and production grade solutions
Commercial experience including responding to RFP/RFIs, drafting SOWs, costing up engagements and client negotiation
Experience building strong relationships with senior client stakeholders to identify and execute against new sales opportunities

What we offer

Positive work-life balance
Hybrid working
Flexible working arrangements
Employee wellbeing support
Trained ‘Mental Health Champions’
Access to wellbeing apps such as Thrive and Peppy
Remuneration package which includes flexible benefits options
Variable element dependent grade and on company and personal performance

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Data Solutions Consultant

Job Description

Job Responsibility

Requirements

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