Job Description
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
A Data Migration Specialist is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Migration Specialist, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements 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.
What You’ll Do
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
Who You Are
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, 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
Our Values
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.
In addition to our core values, 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.
We will ensure that individuals with disabilities are provided reasonable accommodation 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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.