Data Solutions Consultant

Who We Are

Addepar is a global data and AI platform empowering investment professionals to
turn complex financial information into actionable intelligence. Addepar unifies
portfolio, market and client data in a total portfolio view and delivers
AI-powered insights within investment and client workflows. More than 1,400
firms in nearly 60 countries use Addepar to manage and advise on nearly $9
trillion in assets. Its open platform integrates with nearly 650 software, data
and consulting partners to power end-to-end investment operations across firms
of all sizes and complexity. Addepar supports clients worldwide with offices in
New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São
Paulo. 

THE ROLE

As a Data Solutions Consultant, you will support some of Addepar’s complex and
high-touch client data implementation projects. You’ll design scalable solutions
[https://learn.addepar.com/hc/en-us] to transform and integrate clients’
portfolio data into Addepar, and build expertise across both technical and
business domains.

You’ll also be among the first members of the Data Solutions team based in
India, helping establish our presence in the region while working closely with
colleagues across the U.S., U.K., and other global offices. This is a
collaborative role offering the opportunity to shape our operating model locally
and strengthen how our global teams deliver together.

Beyond client delivery, you’ll also have the opportunity to participate in
internal  innovation; contributing to  automation, tooling, and best practices
that enable scale and elevate how we operate globally. This is an individual
contributor position for someone who thrives at the intersection of finance,
data, and technology, and is excited to make a global impact from India. 

Applicants must have legal authorization to work in the country where this role
is based on the first day of employment. Visa sponsorship is not available for
this position.

WHAT YOU’LL DO

* Support  complex client implementations: execute data conversion projects to
extract, transform, and load historical portfolio data from clients’ legacy
systems into Addepar
* Build  scalable data solutions:  Translate client requirements into flexible,
sustainable workflows that enable accurate reporting and analysis, with
guidance from senior team members
* Contribute to  a portfolio of high-impact projects:  Manage multiple
concurrent client engagements, prioritizing effectively and driving each to
successful completion
* Collaborate across teams: Building knowledge of  investment-related data and
partner closely with Services, Sales, Product, and Engineering to deliver
tailored client outcomes
* Champion operational excellence:  Identify and lead opportunities to
streamline, automate, and improve our delivery processes and workflows

WHO YOU ARE 

* Experienced: 2+ years of experience in technology, finance, or consulting,
with a strong record of leading complex data or financial system integration
projects
* Technical: Proficiency in Python and SQL. You should be comfortable
navigating large datasets, streamlining data flows (ETL), and finding ways to
automate repetitive manual tasks to improve efficiency.
Experience/familiarity with Databricks and API workflows is a plus.
* Investment-Savvy: 
* A foundational grasp of the investment landscape. You understand how
different assets work—like stocks, bonds, and derivatives—and you’re familiar
with the basics of how portfolios are tracked and accounted for.
* Experience working directly with the building blocks of investment data.
You’ve handled things like security identifiers, trade records, and market
pricing updates, and you understand how this information flows through a
financial firm.
* Technical Translation: Ability to articulate technical architectures to
non-technical internal teams, converting technical requirements into clear,
actionable business value.
* Solutions-Oriented: Curious problem-solver who takes initiative and is
developing  ownership and accountability in ambiguous environments
* Collaborative: Eager to work across teams and functions to deliver measurable
impact
* Process-Minded: Highly organized, detail-oriented, and continuously looking
for ways to improve efficiency and scale
* Adaptable: Thrives in a fast-paced environment with evolving priorities and
global stakeholders

A Note on Requirements

Don’t check every single box? Apply anyway. We are looking for curious,
motivated individuals. If you are passionate about the intersection of finance
and tech but don't meet every specific qualification listed above, we still want
to hear from you and see if your unique skills could be a fit for our team.

Important Note: This role will require you to work from Pune office 3 days a
week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)

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 ta-operations@addepar.com [tainfo@addepar.com].