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.

As a Senior Data Solutions Consultant, you will lead 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, consult with clients on sophisticated investment data challenges, and serve as a subject-matter expert 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.This is a senior 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. Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients' legacy systems into Addepar.

Design scalable data solutions: Translate unique client requirements into adaptable, sustainable workflows that enable accurate reporting and analysis.

Own a portfolio of high-impact projects: Build or enhance internal tools, scripts,



and frameworks that improve efficiency, data quality, and scalability across the team.

Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.

Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.

Experienced: Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.

Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.

Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles.

Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds.

Creative problem-solver who operates with ownership and accountability in ambiguous environments.

Preferably someone who has experience in post-sales activities.

Embrace Learning - Engage our community to broaden our perspective. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

The imposters are creating misleading email accounts, conducting remote 'interviews,' and making fake job offers in order to collect personal and financial information from unsuspecting individuals.

📌 Data Analysis Consultant (Bengaluru)
🏢 Addepar
📍 Bengaluru