Data Solutions Consultant

As a Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains. You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together. Beyond client delivery, you’ll also have the opportunity to participate in internal innovation; contributing to automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India.

Responsibilities

Support complex client implementations: execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar; Build scalable data solutions: Translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members; Contribute to a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion; Collaborate across teams: Building knowledge of investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes; Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Requirements

2+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects; Proficiency in Python and SQL; Comfortable navigating large datasets, streamlining data flows (ETL), and finding ways to automate repetitive manual tasks to improve efficiency; A foundational grasp of the investment landscape, including understanding how different assets work (stocks, bonds, derivatives) and the basics of how portfolios are tracked and accounted for; Experience working directly with the building blocks of investment data, such as security identifiers, trade records, and market pricing updates, and understanding how this information flows through a financial firm; Ability to articulate technical architectures to non-technical internal teams, converting technical requirements into clear, actionable business value; Curious problem-solver who takes initiative and is developing ownership and accountability in ambiguous environments; Eager to work across teams and functions to deliver measurable impact; Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale; Thrives in a fast-paced environment with evolving priorities and global stakeholders; Legal authorization to work in the country where this role is based on the first day of employment; Work from Pune office 3 days a week in UK shift (2:30 PM to 11:30 PM IST)

Nice to have

Experience/familiarity with Databricks and API workflows is a plus