At a Glance
- Tasks: Onboard and implement innovative data management solutions for clients in finance.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on collaboration and innovation.
- Why this job: Make a real impact by transforming complex financial data into actionable insights.
- Qualifications: 2-3 years in finance or tech, with strong project management skills.
The predicted salary is between 63000 - 77000 £ per year.
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.
The Role
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.
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.
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.
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 employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Alternatives Data Management (ADM) Solutions Consultant
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We think you need these skills to ace Alternatives Data Management (ADM) Solutions Consultant
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