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Job Description
Structured overview of role & requirementsAbout This Role
Lead complex client data implementation projects to extract, transform, and load portfolio data into Addepar's platform.
Design and execute scalable, flexible data solutions tailored to client investment data challenges.
Develop internal automation, tools, and best practices to improve global team efficiency and delivery.
Minimum Requirements
Minimum 5+ years experience in technology, finance, or consulting with complex data or financial system integration projects.
Proficient in Python, with experience handling large datasets, ETL pipelines, or automating data workflows.
Strong domain knowledge in investment management, including diverse asset classes and portfolio accounting principles.
Legal authorization to work in India from day one; visa sponsorship not available.
Ideal Candidate Profile
Experienced in post-sales client data implementation and integration projects within investment management.
Able to manage multiple high-impact projects simultaneously with strong prioritization and delivery focus.
Collaborative consultant comfortable interacting with cross-functional global teams in a fast-paced environment.