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Addepar

Cloud-based wealth management data platform

Data Solutions Architect

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A minimum of 2 years of experience working in technology, finance, or consulting is required.
  • Proficiency in Python is required.
  • Experience with financial products and securities modeling is a plus.
  • The role calls for problem-solving, communication, organizational and time-management skills, a proactive approach, attention to detail, adaptability, and the ability to work independently in a fast-paced environment.

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 systems into Addepar.
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to completion.
  • Identify and drive opportunities to improve current processes and tools to streamline, scale, and automate workflows.
  • Set, lead, and communicate expectations internally and externally.
  • Communicate with clients in a proactive, consultative, and professional manner.
  • Collaborate with internal Services, Sales, Product, and Engineering teams.

Desired Qualifications

  • Experience with financial products and securities modeling.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

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