Data Implementation Specialist

September 27

⛷️ Utah – Remote

Although this job is listed in Utah, this company may be open to hiring remote in other states.

💵 $90k - $112k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

Apply Now

Receive Emails with Similar Jobs

Addepar

WebsiteLinkedInAll Job Openings

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• 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 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

🎯 Requirements

• Minimum 2+ years of experience working in technology, finance, or consulting • Experience with Python programming language is a bonus but not a requirement • 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

🏖️ Benefits

• $90,000 - $112,000 base salary range (role-specific) • Bonus • Equity • Benefits (unspecified) • Global flexible workforce model / remote options • Reasonable accommodation for individuals with disabilities during application and employment process