Data Solutions Architect
Core
Integrating clients' portfolio data into Addepar and consulting on complex data challenges.
Role type
Data Solutions Architect
Builds
Data conversion projects (ETL historical portfolio data from legacy systems into Addepar)
Domain
Financial data and investment operations
Required skills
Python, data integration, ETL, financial products and securities modeling, process improvement, stakeholder communication
Preferred skills
financial products and securities modeling
Technologies
Python
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, Identify and drive opportunities to improve current processes and tools, Communicate with clients in a proactive, consultative, and professional manner, Collaborate with internal Services, Sales, Product, and Engineering teams