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Addepar · 1 week ago

Data Implementation Specialist

New York, NY

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $140K/yr

2+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Data Implementation Specialist will integrate clients’ portfolio data into Addepar and consult on complex data challenges while executing client deliverables and improving internal processes.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

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

Qualification

PythonFinancial products knowledgeData conversion projectsETL processesCommunication skillsOrganizational skillsTime-management skillsProblem-solving mentalityAttention to detailTeamwork