SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Addepar is a global data and AI platform serving 1,500+ firms managing nearly $10 trillion in assets across 60 countries. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows, integrating with 650+ software, data, and consulting partners.
As a Senior Data Solutions Consultant, you will lead complex, high-touch client data implementation projects for Addepar's India-based team. You'll architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients' legacy systems into Addepar's platform. You'll design scalable solutions tailored to unique client requirements, enabling accurate reporting and analysis across diverse asset classes and investment strategies.
Key responsibilities include:
- Leading complex client implementations: architecting and executing ETL projects to migrate portfolio data from legacy systems
- Designing scalable data solutions that translate client requirements into flexible, sustainable workflows
- Managing multiple concurrent client engagements, prioritizing effectively and driving projects to completion
- Building or enhancing internal tools, scripts, and frameworks to improve efficiency, data quality, and scalability
- Serving as a subject-matter expert for investment-related data challenges, partnering with Services, Sales, Product, and Engineering teams
- Providing technical mentorship to peers and contributing to best practices across the Data Solutions function
- Identifying and leading opportunities to streamline delivery processes and improve operational excellence
You'll be among the first members of the Data Solutions team in India, helping establish the regional presence while collaborating with colleagues across the U.S., U.K., and other global offices. This is a senior individual contributor role offering the opportunity to shape the operating model locally and strengthen global team delivery.
REQUIREMENTS:
- Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
- Technical expertise with Python, including hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
- Deep domain knowledge in investment management, including strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
- Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
- Exceptional communication skills with ability to translate technical concepts into business outcomes
- Creative problem-solver who operates with ownership and accountability in ambiguous environments
- Highly organized, detail-oriented, and continuously seeking ways to improve efficiency and scale
- Ability to thrive in fast-paced environment with evolving priorities and global stakeholders
- Preferably experience in post-sales activities
- Legal authorization to work in India required; visa sponsorship not available
