Data Solutions Consultant
New York, NY
- Pay
USD 93,000–120,000/year · BaseAnnual period assumed — pay source
Base Salary Range $93,000—$120,000 USD Our Values
Read the full posting- Work setup
- Unconfirmed
- Employment
- Unconfirmed
Before you apply
- Sponsorship
Visa sponsorship not confirmed — sponsorship source
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
Read the full posting
What you’ll work on
Full postingTranslate 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
Collaborate with internal Services, Sales, Product, and Engineering teams
From the employer’s posting
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
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 Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Communicate with clients in a proactive, consultative, and professional manner Collaborate with internal Services, Sales, Product, and Engineering teams Who You Are
What you’ll bring
All qualificationsCore experience
- Proficient in Python programming language
- Excellent communication, organizational, and time-management skills
- Experience with financial products and securities modeling
Qualification wording
Proficient in Python programming language
Excellent communication, organizational, and time-management skills
Experience with financial products and securities modeling
Tools in this posting
- Python
Source — Tool mentions in context
- Minimum 2+ years of experience working in technology, finance, or consulting - Proficient in Python programming language - Experience with financial products and securities modeling
About Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
In the employer’s words · Read in context
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, 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 be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
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
- Prioritize 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 of 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, organizational, and time-management skills
- Strong work ethic, proactive, and a high contributing teammate
- Highly organized, close attention to detail, and driven to make processes more efficient
- Independent, adaptable, and can thrive in a fast-paced environment
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.
Compensation for this role includes base salary + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
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.
Your next step
- Have your CV and examples of relevant work ready.
- Check the listed location, eligibility and core experience before starting.
Complete your application on job-boards.greenhouse.io. The employer’s form will show what is required.
Already applied? Track this application
Source & posting history
Source notes
Source excerptsSelected passages from the saved posting. Check the full description for conditions and exceptions.
- Pay
Base Salary Range $93,000—$120,000 USD Our Values
- Location & working pattern
New York, NY
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.
- Work authorization
A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, 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 be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do
- Status in our records
- Active
- First seen by us
- Jun 6, 2026
- Recorded sightings
- 113
- Last seen by us
- Oct 9, 2026
These dates show when we found the listing. Check the employer’s website to confirm it is still accepting applications.
Report an errorSee how this role fits your experience
Add your resume to compare the role’s scope, tools and requirements with your experience.