Data Solutions Consultant

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.

Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis.

Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion.

Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team.

Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.

Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.

Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows.

Who You Are

Experienced: Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.

Technical: Experience with Python , with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.

Investment-Savvy:

Deep domain knowledge in investment management , including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles.

Significant hands-on experience working with investment data sources , including security master files, transaction and pricing data, and market data feeds.

Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes.

Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.

Collaborative: Works effectively across teams and functions to deliver measurable impact.

Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.

Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.

Preferably someone who has experience in post-sales activities.

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 [email protected] .