Addepar

1 month ago

Data Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Data Solutions Consultant who translates client requirements into scalable data solutions, leads ETL/data conversion projects, and collaborates with Services, Sales, Product and Engineering to scale data workflows for financial clients.

Location: Edinburgh

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•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; collaborate with internal Services, Sales, Product and Engineering teams.

Key Requirements

•2+ years of experience in technology, finance, or consulting.
•Proficient in Python programming language.
•Experience with financial products and securities modeling.
•Solution-oriented mentality with strong problem-solving skills.
•Excellent communication, organizational, and time-management abilities.

Experience:2+ yearsFinanceConsultingSoftware

Skills:PythonCommunicationTime-managementProblem-solvingOrganization

Languages:English

Tech Stack:Python

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Data Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Edinburgh

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•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; collaborate with internal Services, Sales, Product and Engineering teams.

Key Requirements

•2+ years of experience in technology, finance, or consulting.
•Proficient in Python programming language.
•Experience with financial products and securities modeling.
•Solution-oriented mentality with strong problem-solving skills.
•Excellent communication, organizational, and time-management abilities.

Experience:2+ yearsFinanceConsultingSoftware

Skills:PythonCommunicationTime-managementProblem-solvingOrganization

Languages:English

Tech Stack:Python

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn