Data Implementation Specialist jobs in United States
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Addepar · 1 week ago

Data Implementation Specialist

positionSalt Lake City, UT
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$74K/yr - $93K/yr
date2+ years exp

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

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

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

PythonData conversionFinancial products knowledgeETL processesCommunication skillsOrganizational skillsProblem-solvingTime-management

Required

Minimum 2+ years of experience working in technology, finance, or consulting
Experience with 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

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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2025-11-19
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Company data provided by crunchbase