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A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. Responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business.
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 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
Requirements:
Minimum 2+ years 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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Must be authorized to begin work in the U.S. on their first day of employment
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