Data Solutions Consultant
Lead client data conversion projects, translating requirements into scalable data solutions and ETLing legacy portfolio data into Addepar. Requires 2+ years experience, Python proficiency, and financial/securities domain knowledge.
About the job
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
Who You Are
- 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
Skills
Python, ETL, Data Conversion, Financial Products, Securities Modeling, Data Solutions, Client Communication, Process Improvement
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