Addepar is looking to solve the problem of integrating and analyzing multi-asset class portfolios, performance data, and market data from a wide range of sources for their clients, ensuring accuracy, consistency, and scalability of investment data solutions.
Requirements
- Deep understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
- Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
- Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets
- Experience with Python programming language is a bonus but not a requirement
Responsibilities
- Translate unique client requirements into flexible and scalable investment data solutions
- Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
- Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
- Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability
- Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
- Identify and drive opportunities to improve processes, tools, and data quality standards
Other
- Minimum 2+ years of experience working in technology, finance, or consulting
- Solution-oriented mentality and passion for problem-solving
- Excellent communication, organizational, and time-management skills
- Strong work ethic, proactive, and a high-contributing teammate
- Highly organized with close attention to detail, driven to make processes more efficient
- Independent, adaptable, and able to thrive in a fast-paced environment
