Data Solutions Consultant
The consultant delivers client data-conversion and financial-system integration projects, building scalable ETL workflows and translating technical requirements into business outcomes. The role requires 2+ years of technology, finance, or consulting experience, Python and SQL proficiency, and foundational investment-data knowledge.
About the job
Responsibilities
- Support complex client implementations by executing data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.
- Translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members.
- Manage multiple concurrent client engagements, prioritize effectively, and drive each project to successful completion.
- Build knowledge of investment-related data and partner with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
- Identify and lead opportunities to streamline, automate, and improve delivery processes and workflows.
Requirements
- 2+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.
- Proficiency in Python and SQL.
- Experience navigating large datasets, streamlining data flows through ETL, and automating repetitive manual tasks.
- Foundational understanding of investments, including stocks, bonds, derivatives, portfolio tracking, and accounting.
- Experience with investment data such as security identifiers, trade records, and market pricing updates.
- Ability to explain technical architectures to non-technical teams and translate technical requirements into clear business value.
- Curious, proactive problem-solving approach with developing ownership and accountability.
- Strong collaboration, organization, attention to detail, adaptability, and process-improvement skills.
Nice-to-Haves
- Familiarity with Databricks.
- Experience with API workflows.
Work Arrangement
- Hybrid role requiring work from the Pune office three days per week.
- UK shift: 2:30 PM–11:30 PM IST.
Skills
Python, SQL, ETL, Databricks, APIs, Data Conversion, Data Integration, Portfolio Data, Investment Data, Data Transformation
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