Alternatives Data Management Solutions Consultant
Leads client onboarding and implementation projects for Addepar’s Alternatives Data Management platform, combining project management, solution design, and client consultation. Requires 2–3+ years of relevant experience and familiarity with alternative investment data.
About the job
Responsibilities
- Onboard and implement ADM for Addepar clients, leading project management, solution design, and execution of implementation projects.
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction.
- Prioritize and context-switch effectively while leading simultaneous projects through completion.
- Identify and drive opportunities to improve processes and standard methodologies as the Addepar platform expands.
- Connect with clients in a proactive, consultative, and professional manner.
Requirements
- 2–3+ years of professional experience in finance, technology, project management, and/or consulting.
- Solution-oriented approach and passion for problem solving.
- Project management experience.
- Experience working with alternative investment data.
- Strong work ethic; proactive and a highly contributing teammate.
- Independent, adaptable, and able to thrive in a fast-paced environment.
- Excellent communication, organizational, and time-management skills.
Nice to Have
- Experience with the Addepar platform.
Skills
Project Management, Solution Design, Alternative Investment Data, Finance, Technology, Consulting, Data Management, Addepar Platform
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