At a Glance
- Tasks: Lead onboarding and implementation of alternatives data for clients using Addepar's innovative platform.
- Company: Join Addepar, a global tech company transforming investment management.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients succeed with cutting-edge financial technology.
- Qualifications: 2-3+ years in finance, project management, or consulting; strong problem-solving skills.
- Other info: Diverse and inclusive workplace with a commitment to innovation and client success.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and SĂŁo Paulo.
An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps.
The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
- Connect with clients in a proactive, consultative and professional manner
Who You Are
- Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
- Solution-oriented approach and a passion for problem solving
- Experience with project management
- Experience working with alternative investment data
- 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 with the Addepar platform is a plus
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Alternatives Data Management (ADM) Solutions Consultant employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Alternatives Data Management (ADM) Solutions Consultant
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Addepar's platform inside out. Familiarise yourself with their ADM solutions and think about how your experience aligns with their needs. Show them you’re not just another candidate!
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios during interviews. Addepar loves candidates who can think on their feet and come up with innovative solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Alternatives Data Management (ADM) Solutions Consultant
Some tips for your application 🫡
Show Your Passion for Problem Solving: When writing your application, make sure to highlight your passion for problem solving. We love candidates who can demonstrate a solution-oriented approach, especially in the context of finance and technology.
Tailor Your Experience: Don’t just list your experience; tailor it to match the role! Focus on your project management and consulting experience, and how it relates to alternatives data management. This will help us see how you fit into our team.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to break down your skills and experiences.
Apply Through Our Website: Make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Make sure you have a solid understanding of Addepar's ADM solutions and how they integrate with alternative investment data. Brush up on relevant financial concepts and be ready to discuss how your experience aligns with the role.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed projects, especially in finance or technology. Highlight your ability to lead teams, manage timelines, and deliver results, as this is crucial for the ADM Solutions Consultant role.
✨Be Client-Centric
Demonstrate your passion for client success by sharing stories of how you've gone above and beyond to meet client needs. Show that you understand the importance of building strong relationships and delivering exceptional service.
✨Embrace Collaboration
Since the role involves working with cross-functional teams, be prepared to discuss how you've effectively collaborated with others in previous roles. Highlight your communication skills and adaptability, as these are key to thriving in a fast-paced environment.