Portfolio Data Consultant

Addepar • Salt Lake City, UT, United States • $200k - $250k / year • 1w ago

The Role

A Portfolio Data Consultant leads the end-to-end data validation process with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills, and the ability to deliver results in adherence to project deadlines while meeting high-quality standards. They are passionate about understanding our client's needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our client's success.

What You’ll Do

Lead the data validation process end-to-end with the client and internal projects teams
Hold recurring training and working sessions with the clients throughout the data validation project until completion
Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
Review, compare, and document system calculation methodologies differences
Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
Raise key issues to project team members and senior leadership
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation

Who You Are

B.S in Finance, Mathematics, Statistics, Business or Economics
2+ years experience working in Finance and Technology
Understands financial markets and has experience with financial products and portfolio data
Positive attitude, strong work ethic, proactive and a high contributing teammate
Independent, adaptable, and can thrive in a fast-paced environment
Excellent communication, organizational, and time-management skills
Experience programming in Python language is a plus

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