Data Migration Specialist
Core
Integrating clients' portfolio data into Addepar and consulting on complex data challenges to unify investment information.
Role type
Data Migration Specialist
Builds
ETL historical portfolio data from legacy systems into Addepar
Domain
Financial services / Investment data
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Python programming, financial products and securities modeling, data conversion, process improvement, project prioritization
Preferred skills
analytical skills, solutions-oriented approach, adaptability
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, Prioritise 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
