Data Solutions Consultant

The Role

A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will execute on client deliverables and continuously improve internal tooling and processes to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast‑paced environment, and bring a solutions‑oriented approach to all problems they encounter.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

• 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
• Prioritise 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

• Minimum 2+ years experience working in technology, finance, or consulting
• Proficient in Python programming language
• Experience with financial products and securities modelling
• Solution‑oriented mentality and passion for problem solving
• Excellent communication, organisational, and time‑management skills
• Strong work ethic, proactive and a high‑contributing teammate
• Highly organised, close attention to detail and driven to make processes more efficient
• Independent, adaptable and can thrive in a fast‑paced environment

• Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
• Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
• Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.

Addepar is an equal‑opportunity employer. We celebrate 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 shared responsibilities.

We will provide reasonable accommodation for individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.