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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in Recent York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
The Managed Services team provides premium services that enable business-as-usual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering high-value outcomes that align with client expectations,
ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models.
In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R&D; investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.
Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client's success and excel at project governance and cross-functional communication.
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
- Demonstrate
📌 Managed Services Consultant (Pune)
🏢 Addepar
📍 Pune
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