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- Tasks: Help clients integrate their data into our platform and solve complex data challenges.
- Company: Addepar is a global tech company empowering smarter investment decisions for clients worldwide.
- Benefits: Enjoy a flexible work environment with opportunities for growth and collaboration across teams.
- Why this job: Join a dynamic team focused on innovation, client success, and making a real impact in finance.
- Qualifications: Experience in tech, finance, or consulting; proficient in Python; strong problem-solving skills.
- Other info: We value diversity and inclusion, ensuring a welcoming environment for all applicants.
The predicted salary is between 36000 - 60000 £ 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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
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
- Prioritise 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
Who You Are
- Previous 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, organisational, and time-management skills
- Strong work ethic, proactive and a high contributing teammate
- Highly organised, close attention to detail and driven to make processes more efficient
- Independent, adaptable and can thrive in a fast-paced environment
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.
Data Solutions Consultant employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Solutions Consultant
✨Tip Number 1
Familiarise yourself with Addepar's platform and its integration capabilities. Understanding how the platform aggregates and processes data will give you an edge in discussions during interviews.
✨Tip Number 2
Brush up on your Python skills, as proficiency in this programming language is crucial for the role. Consider working on small projects or contributing to open-source initiatives to showcase your coding abilities.
✨Tip Number 3
Prepare to discuss your experience with financial products and securities modelling. Be ready to provide examples of how you've tackled complex data challenges in previous roles.
✨Tip Number 4
Demonstrate your problem-solving mindset by thinking of innovative solutions to common data issues. During your interview, share specific instances where you've improved processes or tools in past positions.
We think you need these skills to ace Data Solutions Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Data Solutions Consultant at Addepar. Familiarise yourself with the key skills required, such as proficiency in Python and experience in technology or finance.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your analytical abilities, communication skills, and any previous work in data integration or consulting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for problem-solving and your understanding of the financial industry. Mention specific examples of how you've successfully tackled complex data challenges in the past.
Showcase Your Soft Skills: In your application, don't forget to highlight your organisational and time-management skills. Addepar values collaboration and client communication, so provide examples of how you've effectively worked with teams and clients in previous roles.
How to prepare for a job interview at Addepar
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Data Solutions Consultant. Familiarise yourself with how to integrate portfolio data and the importance of ETL processes, as well as the specific challenges clients face in this area.
✨Showcase Your Technical Skills
Be prepared to discuss your proficiency in Python and any relevant experience with financial products. You might be asked to solve a technical problem or explain how you've used your skills in past roles, so have examples ready.
✨Demonstrate Problem-Solving Abilities
Addepar values a solutions-oriented mentality. Prepare to discuss specific instances where you've identified problems and implemented effective solutions, particularly in fast-paced environments.
✨Communicate Effectively
Since the role involves consulting with clients, practice articulating your thoughts clearly and professionally. Be ready to demonstrate how you would set and manage expectations with clients and collaborate with internal teams.
