Key Facts

Remote From:

United Kingdom

Full time

Mid-level (2-5 years)

English

Hard Skills

Python (Programming Language) Financial Modeling Data Integration ETL (Extract Transform Load) Financial Trading

Other Skills

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Communication
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Analytical Skills
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Time Management
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Organizational Skills
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Problem Solving

Roles & Responsibilities

Minimum 2+ years of experience in technology, finance, or consulting.
Proficiency in Python programming language.
Experience with financial products and securities modeling.
Strong analytical, communication, and organizational skills.

Requirements:

Translate client requirements into scalable data solutions.
Lead data conversion projects to ETL historical portfolio data.
Identify and implement process improvements to enhance workflows.
Communicate proactively and professionally with clients and internal teams.

Addepar

About Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Company type: SME

Founded: 2018

Company size: 501 - 1000

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Job description

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role

A Data Solutions Analyst (Data Solutions Consultant) is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Analyst, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.

What You’ll Do

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

Who You Are

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

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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