Skip to content

Data Solutions Consultant

New York, NYSolutions ArchitectureOnsite2+ YOE
Summary

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 role

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
PythonETLData ConversionFinancial ProductsSecurities ModelingData SolutionsClient CommunicationProcess Improvement