Data Solutions Consultant

May 30

🏢 In-office - Manhattan

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Logo of Addepar

Addepar

Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• 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

Requirements

• 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

Benefits

• Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

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