Data Solutions Consultant
Implement and integrate client portfolio data into Addepar’s fintech platform using Python and SQL, supporting complex financial workflows and AI-driven insights.
- Compensation
- Not disclosed
- Location
- Pune, India
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Solutions engineering
- Posted
Skills
Must have
- 2+ years in tech, finance, or consulting with complex data/financial system integration experience
- Proficiency in Python and SQL
- Foundational grasp of investment landscape (assets, portfolios, tracking/accounting)
- Experience handling investment data (security IDs, trade records, market pricing)
- Ability to articulate technical architectures to non-technical teams
Nice to have
- Experience with Databricks and API workflows
- Experience with ETL processes
Full 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
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.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- 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