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For Companies At a Glance
- Tasks: Help clients integrate their data and solve complex challenges in a fast-paced environment.
- Company: Join Addepar, a global tech company transforming investment decisions with innovative data solutions.
- Benefits: Enjoy flexible work options, a collaborative culture, and opportunities for professional growth.
- Why this job: Be part of a mission-driven team that values innovation, client success, and continuous learning.
- Qualifications: 2+ years in tech or finance, Python proficiency, and a passion for problem-solving required.
- Other info: Addepar promotes diversity and inclusion, ensuring a welcoming environment for all.
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 50 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
A Data Solutions Analyst (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 Analyst, 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, 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
- Minimum 2+ years of 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
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 TAinfo@addepar.com .
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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 their system aggregates data will help you speak confidently about how you can contribute to their data solutions.
✨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, demonstrating your solution-oriented mindset.
✨Tip Number 4
Highlight your communication skills by practising how to explain technical concepts in a clear and concise manner. This will be essential when consulting with clients and collaborating with internal teams at Addepar.
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 their platform and how it integrates data for investment professionals.
Tailor Your CV: Highlight your relevant experience in technology, finance, or consulting. Emphasise your proficiency in Python and any experience with financial products. Make sure to showcase your problem-solving skills and ability to work in fast-paced environments.
Craft a Compelling Cover Letter: Use your cover letter to explain why you're passionate about the role and how your skills align with Addepar's values. Mention specific examples of how you've successfully tackled complex data challenges in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Addepar
✨Understand the Role
Make sure you have a clear understanding of what a Data Solutions Consultant does. Familiarise yourself with the responsibilities outlined in the job description, especially around integrating client data and leading data conversion projects.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with Python and any relevant financial products or securities modelling. You might be asked to solve a technical problem during the interview, so brush up on your coding skills and be ready to demonstrate your analytical abilities.
✨Demonstrate Problem-Solving Abilities
Addepar values a solutions-oriented mentality. Prepare examples from your past experiences where you successfully identified and solved complex problems, particularly in fast-paced environments. This will show that you can thrive under pressure.
✨Communicate Effectively
Since the role involves consulting with clients, strong communication skills are essential. Practice articulating your thoughts clearly and professionally. Be ready to discuss how you would set and manage expectations with clients and collaborate with internal teams.
