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Addepar · 5 days ago

Data Implementation Specialist

Salt Lake City, UT

Full-time

Hybrid

Entry, Mid Level

$74K/yr - $93K/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 is responsible for integrating client portfolio data into Addepar and consulting clients on complex data challenges, while also improving internal processes and tools.

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 skillsProblem-solving mentalityAttention to detailTeam collaboration