Overview:
In this role you will translate client data needs into scalable Addepar data solutions and lead data integration efforts. You will work with clients to migrate historical portfolio data and improve internal tooling to scale delivery. You’ll collaborate across services, sales, product, and engineering to drive efficient, consultative data projects in a fast-paced environment. This position offers the chance to shape client data workflows and contribute to a growing data platform used by top investment teams. Compensation / Benefits bonus equity benefits
Responsibilities:
Translate client requirements into scalable data solutions Lead data conversion projects including ETL of historical portfolio data into Addepar Prioritize multiple projects and see them through to completion Identify opportunities to improve processes, tools, and automation Set, lead, and communicate expectations with internal and external stakeholders Maintain proactive, professional client communication and collaboration Collaborate with Services, Sales, Product, and Engineering teams
Key requirements:
2+ years in technology, finance, or consulting Proficient in Python Experience with financial products and securities modeling Solution-oriented and strong problem-solving Excellent communication, organizational, and time-management skills Proactive, high-contributing teammate with attention to detail Independent and adaptable in a fast-paced environment strong communication problem-solving mindset collaboration Python programming ETL/data integration financial products and securities modeling