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
New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore
and São Paulo.
The Role
As a Historical Data Conversion Project Manager, you will serve as the essential
link between our technical Data Solution Consultants (DSCs) and the client’s
business stakeholders. While DSCs focus on the technical execution of data
migration and complex analysis, your role is to translate that work into a clear
narrative for the client while relaying client requirements back to the internal
team. You will leverage a robust understanding of HDC processes, investment
data, and technical frameworks to comfortably bridge the gap between technical
execution and client expectations. By working side-by-side with the DSCs to
identify data remediation strategies, you will translate technical requirements
into actionable directives for the client and proactively secure necessary
inputs. This role is for a subject matter expert who can navigate technical
language and investment complexities to drive project progress and maintain
high-impact communication regarding status, gaps, and timelines.
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 op
📌 Data Conversion Project Manager (Pune)
🏢 Addepar
📍 Pune
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