Portfolio Data Consultant Job at Addepar (Salt Lake City)

Data Consultant

Sopra Steria offers tailored, end-to-end corporate technology and software solut...

Location

Luxembourg , Leudelange

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

At least 3 years of experience as a Data Engineer or Data Analyst
Strong knowledge and experience with databases and data modeling
Proficiency in SQL
Knowledge of a programming language like Python is a plus
Strong analytical thinking, excellent communication skills, and a practical attitude
Proficient in English and French

Job Responsibility

Help customers in their data transformation journeys, focusing on data architecture, data strategy and governance, data transformation, data foundation, and more
Ensure the successful implementation and ongoing support of Sopra Steria’s portfolio of relevant data services
Gather, analyze, and align customer needs with meaningful and relevant data solutions
Work on building and supporting databases and data models to meet client requirements
Collaborate with cross-functional teams to deliver data-driven insights and solutions

What we offer

Access to our Sopra Steria training and personal development academy
A company car lease or mobility budget
A company laptop and mobile phone
Private health insurance coverage
Meal vouchers
Social security and pension plan
A competitive salary
26 holiday days

Fulltime

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 Consultant is responsible for integrating clients’ portfolio da...

Location

United States , New York

Salary:

90000.00 - 140000.00 USD / Year

Addepar

Expiration Date

Until further notice

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

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

What we offer

bonus
equity
benefits

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

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 Visualization Consultant

As a data visualization consultant, you will help our clients solve complex data...

Location

Belgium , Brussels

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

You have at least 2 years of data visualization experience and can demonstrate this with a demo or portfolio
You are a creative but pragmatic person who does not lose sight of the details
You have knowledge of best practices and visual design principles
You have at least 2 years of experience in a visualization tool or library: Tableau, PowerBI, Qlik, D3.js, etc. You can demonstrate this through your portfolio or through certification. Knowledge of other tools is a plus
Knowledge of HTML/CSS and programming languages such as javascript, python, C# is a plus
You have experience with performance tuning of dashboards
Knowledge and feeling for UX design is also a plus
You do not mind acting as an expert and coaching people
You communicate fluently, both with your colleagues, the client and the end users of your visualizations
Data visualization is your passion

Job Responsibility

Help our clients solve complex data issues
Collect data from various sources, optimize datasets for visualization and develop insightful and user-friendly dashboards
Increase the quality of reporting and visualizations at our customers
Contribute to the vision and development of our Data Visualization team

What we offer

A variety of perks, such as mobility options (including a company car), insurance coverage, meal vouchers, eco-cheques, and more
Continuous learning opportunities through the Sopra Steria Academy to support your career development
The opportunity to connect with fellow Sopra Steria colleagues at various team events

Fulltime

Senior Data Visualization Consultant

As a senior data visualization consultant at Sopra Steria, you will leverage you...

Location

Belgium , Flanders/Brussels

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

At least 2 years of data visualization experience and ability to demonstrate this with a demo or portfolio
creative but pragmatic mindset without losing sight of the details
knowledge of best practices and visual design principles
at least 2 years of experience in a visualization tool or library such as Tableau, PowerBI, Qlik, D3.js (demonstrable via portfolio or certification)
knowledge of other tools is a plus
knowledge of HTML/CSS and programming languages such as javascript, python, C# is a plus
experience with performance tuning of dashboards
knowledge and feeling for UX design is a plus
ability to act as an expert and coach people
effective communication with colleagues, clients, and end users of visualizations

Job Responsibility

Help clients solve complex data issues
collect data from various sources
optimize datasets for visualization
develop insightful and user-friendly dashboards
increase the quality of reporting and visualizations using Sopra Steria design-thinking methodology
contribute to the vision and development of the Data Visualization team
make abstract information accessible and understandable
translate relevant data into clear tables, graphs, diagrams, and heatmaps
enable well-founded decision-making based on insights.

What we offer

Mobility options including a company car
insurance coverage
meal vouchers
eco-cheques and more
continuous learning opportunities through the Sopra Steria Academy
career development opportunities
inclusion in team events
being part of a major European Tech player recognized for consulting, digital services, and software development.

Fulltime

Portfolio Data Consultant

Addepar

Location:
United States , Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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