Portfolio Data Consultant

The Role

A Portfolio Data Consultant leads the end-to-end data validation process with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills, and the ability to deliver results in adherence to project deadlines while meeting high-quality standards. They are passionate about understanding our client's needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our client's success.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $78,000 - $121,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead the data validation process end-to-end with the client and internal projects teams
• Hold recurring training and working sessions with the clients throughout the data validation project until completion
• Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
• Review, compare, and document system calculation methodologies differences
• Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
• Raise key issues to project team members and senior leadership
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation

Who You Are

• B.S in Finance, Mathematics, Statistics, Business or Economics
• 2+ years experience working in Finance and Technology
• Understands financial markets and has experience with financial products and portfolio data
• Positive attitude, 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
• Experience programming in Python language is a plus