Portfolio Data Consultant (Python-Focused)
$74k/y-$93k/y
2 days ago
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OnsiteFull-timeEntry
Summary
Addepar is seeking a Portfolio Data Consultant (Python-Focused) to join their team in the Salt Lake City Metropolitan Area. The role involves leading the end-to-end data validation process with clients for data conversion projects.
About the Role
As a Portfolio Data Consultant, you will be responsible for managing the data validation process, conducting training sessions with clients, identifying and resolving portfolio data discrepancies, and coordinating with project teams to ensure timely project completion. You will also have the opportunity to improve current processes and workflows to enhance efficiency.
About You
Required:
- B.S in Finance, Mathematics, Statistics, Business or Economics.
- 2+ years experience working in Finance and Technology.
- Strong understanding of financial markets and experience with financial products and portfolio data.
- Excellent communication, organizational, and time-management skills.
Preferred:
- Experience programming in Python language.
- Positive attitude, strong work ethic, and ability to thrive in a fast-paced environment.
Benefits
- Base salary range of $74k–$93k plus bonus and equity.
- Comprehensive benefits package.
Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Mountain View, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
Salt Lake City Metropolitan Area