Simplify Logo

Full-Time

Data Solutions Consultant

Updated on 7/1/2024

Addepar

Addepar

501-1,000 employees

Data aggregation platform for investment professionals

Data & Analytics
Fintech

Compensation Overview

$88k - $110kAnnually

+ Bonus + Equity

Mid

Salt Lake City, UT, USA

Category
IT Consulting
Management Consulting
Consulting
Required Skills
Python
Sales
Requirements
  • Minimum 2+ years experience working in technology, finance, or consulting
  • Proficient in Python programming language
  • Experience with financial products and securities modeling
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

Addepar

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

4%

1 year growth

9%

2 year growth

26%

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance