.jpg)
.jpeg)
.jpeg)
.jpeg)
Addepar
is hiring
Data Solutions Analyst
About Our Company
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
Job Description & Responsibilities
The Role
The Data Solutions team is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Analyst (Data Solutions Consultant), you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $90,000 - $112,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits
What You’ll Do
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 our 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
Who You Are
Minimum 2+ years 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 we offer
Our Values
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
