Portfolio Data Consultant
AddeparSalt Lake City, Utah, United States • New York, New York, United States • Chicago, Illinois, United States • London, England, United Kingdom • City of Edinburgh, Scotland, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates
Posted August 26, 2025
80000 - 100000 USD year
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is seeking a Portfolio Data Consultant to lead the end-to-end data validation process for clients. This role involves working with data conversion projects, resolving discrepancies, and supporting clients with portfolio data performance improvements. The ideal candidate is highly motivated, results-oriented, and possesses strong communication and problem-solving skills, within a collaborative environment.
Requirements
- B.S in Finance, Mathematics, Statistics, Business or Economics
- 2+ years experience working in Finance and Technology
- Positive attitude, strong work ethic
- Independent, adaptable, and a high contributing teammate
- Excellent communication, organizational, and time-management skills
- Experience programming in Python is a plus
Benefits
- Bonus
- Equity