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Job Description
Addepar is seeking a Data Solutions Analyst to join their team in Salt Lake City, UT. Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Data Solutions Consultant will be responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. They will also be responsible for executing on client deliverables and driving internal tooling and process improvements.
What this role involves:
- 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
- Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve current processes and tools to better streamline, scale, and automate workflows
- Effectively set, lead, and communicate expectations both internally and externally
- Communicate with clients in a proactive, consultative, and professional manner
- Collaborate with internal Services, Sales, Product, and Engineering teams
Requirements:
- Minimum 2+ years of experience working in technology, finance, or consulting
- Proficient in Python programming language
- Experience with financial products and securities modeling
- Solution-oriented mentality and passion for problem-solving
- Excellent communication, organizational, and time-management skills
- Strong work ethic, proactive, and a high contributing teammate
- Highly organized, close attention to detail, and driven to make processes more efficient.
- Independent, adaptable, and can thrive in a fast-paced environment
What this role offers:
- Bonus
- Equity
- Benefits
