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.
- Other info: Addepar promotes diversity and inclusion, ensuring a welcoming environment for all.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
Company Overview
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
Role
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.
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
- 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
- Minimum 2+ years experience working in technology, finance, or consulting
- Proficient in Python programming language
- Experience with financial products and securities modelling
- 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
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while driving meaningful solutions for clients. With a commitment to professional growth and a flexible global workforce model, employees enjoy diverse opportunities for development in dynamic locations like New York City and London. The company's dedication to inclusivity and continuous learning ensures that every team member can thrive and contribute to the success of both clients and the organisation.
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.
