Overview
Data Solutions Consultant supporting high-touch client data implementation projects for transforming and integrating portfolio data into Addepar.
What you'll do
- Execute data conversion projects to extract, transform, and load historical portfolio data from client legacy systems into Addepar.
- Design scalable data solutions by translating client requirements into flexible, sustainable workflows.
- Manage multiple concurrent client engagements and prioritize to drive projects to successful completion.
- Collaborate with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
- Identify and lead opportunities to streamline, automate, and improve delivery processes and workflows.
What you'll need
- 2+ years of experience in technology, finance, or consulting, including leading complex data or financial system integration projects.
- Proficiency in Python and SQL.
- Comfort with large datasets and ETL/data flow streamlining.
- Foundational grasp of the investment landscape, including basic assets like stocks, bonds, and derivatives.
- Ability to articulate technical architectures to non-technical internal teams.
- Curiosity and initiative to solve problems in ambiguous environments.
Details
- Location: Pune, India.
- Work requirement: work from Pune office 3 days a week with UK shift hours (2:30 PM to 11:30 PM IST).
Read the full description and apply on the company’s own careers page.