Full-Time
Data Solutions Consultant
Confirmed live in the last 24 hours
Addepar
1,001-5,000 employees
Investment management software for financial professionals
Junior, Mid
London, UK
- Minimum 2+ years experience working in technology, finance, or consulting
- Proficient in Python programming language
- Experience with financial products and securities modeling
- 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, close attention to detail and driven to make processes more efficient
- Independent, adaptable and can thrive in a fast-paced environment
- 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, manage, 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 provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.
Company Stage
N/A
Total Funding
$625.3M
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 10%1 year growth
↑ 15%2 year growth
↑ 32%
Simplify's Take
What believers are saying
- Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
- The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
- Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.
What critics are saying
- The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
- Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.
What makes Addepar unique
- Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
- The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
- Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.
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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