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Addepar · 13 hours ago

Sr. Data Solutions Consultant

NYC Metro Area

Full-time

Hybrid

Mid, Senior Level

$112K/yr - $175K/yr

7+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The role involves leading complex client data implementations, designing scalable solutions, and enhancing team capabilities while serving as a trusted consultant for clients with sophisticated investment data challenges.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar

Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis

Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion

Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team

Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes

Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function

Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Qualification

PythonData conversionInvestment managementETL pipelinesData analysisCommunication skillsProblem-solvingCollaborationOrganizational skillsAdaptability

Required

7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects

Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows

Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles

Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds

Exceptional communication skills with the ability to translate technical concepts into business outcomes

Creative problem-solver who operates with ownership and accountability in ambiguous environments

Works effectively across teams and functions to deliver measurable impact

Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale

Thrives in a fast-paced environment with evolving priorities and global stakeholders

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship