Data Solutions Consultant
Core
Integrating clients' portfolio data into Addepar and consulting on complex data challenges to turn financial information into actionable intelligence.
Role type
Data Solutions Consultant
Builds
Data conversion projects and scalable data solutions for investment firms
Domain
Financial technology / Investment management
Deliverable
production ML models | product features
Required skills
Python programming, financial products and securities modeling, data integration, ETL, process improvement
Preferred skills
consulting experience, technology industry experience, solutions-oriented approach
Technologies
Python, Addepar platform
Responsibilities
Translate unique client requirements into flexible and scalable data solutions; Lead data conversion projects to ETL historical portfolio data from legacy systems into Addepar; Prioritize and context-switch effectively to complete simultaneous projects; Identify and drive opportunities to improve current processes and tools; Collaborate with internal Services, Sales, Product, and Engineering teams
Seniority
Mid-level, hands-on IC