Data Solutions Consultant

The Role

A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced environment, and bring a solutions oriented approach to all problems they encounter.

What You’ll Do

• 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, manage, 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

Who You Are

• Minimum 2+ years experience working in technology, finance, or consulting
• Proficient in 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