Salary
💰 $90,000 - $140,000 per year
Tech Stack
ETLPythonSwitching
About the role
- Integrating clients’ portfolio data into Addepar and consulting clients on complex data challenges
- Executing on client deliverables and leading data conversion projects to ETL historical portfolio data from legacy systems into Addepar
- Prioritizing and context-switching effectively to complete simultaneous projects
- Identifying and driving opportunities to improve processes and tools to scale and automate workflows
- Setting, leading, and communicating expectations internally and externally
- Communicating with clients in a proactive, consultative, and professional manner
- Collaborating with internal Services, Sales, Product, and Engineering teams
Requirements
- Minimum 2+ years experience working in technology, finance, or consulting
- Experience with Python programming language is a bonus but not a requirement
- 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
- (base salary) + bonus + equity + benefits
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
ETLPythondata conversionfinancial productssecurities modeling
Soft skills
communicationorganizational skillstime-managementproblem-solvingattention to detailadaptabilityproactivityteamwork