Addepar is looking for a Senior Data Solutions Consultant to lead some of our most complex and high-touch client data implementation projects. You will design scalable solutions to transform and integrate clients’ portfolio data into Addepar’s platform, consulting on sophisticated investment data challenges. This is a senior individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India.
What You'll Do
- Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.
- Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis.
- Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion.
- Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team.
- Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
- Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.
- Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows.
What We're Looking For
- Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.
- Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.
- Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles.
- Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds.
- Exceptional communication skills with the ability to translate technical concepts into business outcomes.
- Creative problem-solver who operates with ownership and accountability in ambiguous environments.
- Works effectively across teams and functions to deliver measurable impact.
- Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
- Thrives in a fast-paced environment with evolving priorities and global stakeholders.
- Applicants must have legal authorization to work in the country where this role is based on the first day of employment.
Nice to Have
- Preferably someone who has experience in post-sales activities.
Technical Stack
- Python
Team & Environment
You will be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices.
Work Mode
This is a global role based in India.
Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
