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: 12 hours agoStatus: Live

Job Summary

Data Solutions Consultant who translates client requirements into scalable data solutions, leads ETL projects to migrate portfolio data, and collaborates with Services, Sales, Product, and Engineering to scale processes. You will work in a fast-paced environment, applying Python and data modeling skills to deliver actionable financial insights and improve client data workflows.

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Translate unique client requirements into flexible and scalable data solutions.
•Lead data conversion projects with clients to ETL historical portfolio data from legacy systems into Addepar.
•Prioritize and context-switch effectively to manage multiple projects simultaneously.
•Identify and drive opportunities to streamline, scale, and automate workflows.
•Effectively set, lead, and communicate expectations internally and externally.

Pay and Benefits

Salary: USD 93,000 - 116,000 annually

Equity and Bonus:Equity

Key Requirements

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

Experience:2+ yearsFinanceTechnologyConsulting

Skills:CommunicationProblem-solvingTime-managementOrganizationProactive

Languages:English

Tech Stack:PythonETLSQLData modeling

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: 12 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Translate unique client requirements into flexible and scalable data solutions.
•Lead data conversion projects with clients to ETL historical portfolio data from legacy systems into Addepar.
•Prioritize and context-switch effectively to manage multiple projects simultaneously.
•Identify and drive opportunities to streamline, scale, and automate workflows.
•Effectively set, lead, and communicate expectations internally and externally.

Pay and Benefits

Salary: USD 93,000 - 116,000 annually

Equity and Bonus:Equity

Key Requirements

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

Experience:2+ yearsFinanceTechnologyConsulting

Skills:CommunicationProblem-solvingTime-managementOrganizationProactive

Languages:English

Tech Stack:PythonETLSQLData modeling

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