Data Solutions Consultant

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

Benefits

• Bonus
• Equity
• Glassdoor
• 3.8
• Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios.
• New York, New York, USA
• https://addepar.com
• Late Stage
• Total Funding
• $761.36M
• Key Investors
• Vitruvian Partners,WestCap
• D1 Capital Partners
• WestCap
• 2025-05-13
• Series G· $230M
• 2021-06-15
• Series F· $166.26M
• 2020-11-18
• Series E· $117M
• Leadership Team
• Eric Poirier
• CEO
• Bob Pisani
• Chief Technology Officer
• Recent News
• Canada NewsWire
• Scotia Wealth Management® launches Scotia Global Intelligence™, expanding its offering for Ultra-High-Net-Worth clients
• 2026-10-07
• Group 11

Qualifications

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• 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

Required skills

• , Financial Products, Securities Modeling

Experience

• 2+ years