Data Implementation Specialist

Addepar • New York, NY

128d • $90,000 - $140,000

About The Position

A Data Implementation Specialist (Data Solutions Consultant) is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Implementation Specialist, 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.

Requirements

• Minimum 2+ years experience working in technology, finance, or consulting
• Experience with financial products and securities modeling
• 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

Nice To Haves

• Experience with Python programming language is a bonus but not a requirement
• Solution-oriented mentality and passion for problem-solving

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

• $90,000 - $140,000 (base salary) + bonus + equity + benefits

What This Job Offers

• Number of Employees: 1,001-5,000 employees