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- 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 optimise their investment strategies.
- Qualifications: 2-3 years in finance or tech, with strong project management skills.
- Other info: Diverse and inclusive workplace committed to innovation and client success.
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 $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 São 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.
Alternatives Data Management (ADM) Solutions Consultant in Edinburgh employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Alternatives Data Management (ADM) Solutions Consultant in Edinburgh
✨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! Since the role involves a lot of client interaction and project management, be ready to discuss how you've tackled challenges in the past. Use the STAR method to structure your answers.
✨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 genuinely interested in joining the team at Addepar.
We think you need these skills to ace Alternatives Data Management (ADM) Solutions Consultant in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the ADM Solutions Consultant role. Highlight your relevant experience in finance, project management, and technology, and show us how you can bring value to our team.
Showcase Your Problem-Solving Skills: We love candidates who can think on their feet! Use your application to demonstrate your solution-oriented approach and share examples of how you've tackled challenges in previous roles.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the job description.
Apply Through Our Website: Don’t forget to submit your application through our official website! This ensures that we receive your details directly and helps us keep track of all applicants efficiently.
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
Be prepared to share specific examples of past projects you've managed, especially those involving client onboarding or implementation. Highlight your ability to prioritise tasks and manage multiple projects simultaneously.
✨Demonstrate Your Problem-Solving Approach
Addepar values a solution-oriented mindset. Think of scenarios where you've identified gaps in processes and how you addressed them. Be ready to discuss how you can bring this proactive approach to their team.
✨Engage with the Team Spirit
Since collaboration is key at Addepar, show that you're a team player. Share experiences where you've worked cross-functionally and how you contributed to achieving common goals. This will demonstrate your fit within their culture.
