Data Solutions Consultant

Addepar
Pune, India
Workplace: RemoteFull timeFunction: Consulting & AdvisoryExperience: 2+ yearsSkills: ["Communication","Collaboration","Problem-solving","Ownership","Attention to detail"]

The Data Solutions Consultant designs scalable data workflows and drives complex data integration projects for Addepar’s clients. Based in India, you’ll work with cross‑functional teams across the U.S., U.K., and other offices to transform portfolio data into actionable insights, build automation and tools, and escalate best practices to scale delivery while combining finance, data, and technology expertise.

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Addepar
Addepar
4 months ago

Data Solutions Consultant

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Job Summary

The Data Solutions Consultant designs scalable data workflows and drives complex data integration projects for Addepar’s clients. Based in India, you’ll work with cross‑functional teams across the U.S., U.K., and other offices to transform portfolio data into actionable insights, build automation and tools, and escalate best practices to scale delivery while combining finance, data, and technology expertise.
Location: Pune, India
Workplace: Remote
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Support complex client implementation: execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
  • •Build scalable data solutions: translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members
  • •Contribute to a portfolio of high-impact projects: manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
  • •Collaborate across teams: build knowledge of investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
  • •Champion operational excellence: identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Key Requirements

  • •2+ years of experience in technology, finance, or consulting, with a track record of leading complex data or financial system integration projects
  • •Proficiency in Python and SQL; comfortable navigating large datasets, ETL, and automating repetitive tasks
  • •Experience or familiarity with Databricks and API workflows is a plus
  • •Ability to articulate technical architectures to non-technical internal teams and translate requirements into business value
  • •Highly organized, detail-oriented, collaborative, and capable of working across teams to deliver measurable impact
Experience:2+ yearsFinanceDataConsulting
Skills:CommunicationCollaborationProblem-solvingOwnershipAttention to detail
Languages:English
Tech Stack:PythonSQLDatabricksAPIsETL

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
WebsiteLinkedIn