🛠 Tech Stack

💼 About This Role

You'll manage data conversion projects for client portfolio onboarding onto Addepar's platform. Your work ensures accurate and timely data imports, enabling clients to leverage our reporting and analysis capabilities. This role offers direct collaboration with Sales and Engineering teams.

🎯 What You'll Do

• Manage data conversion projects from third-party systems
• Partner with Sales and Services on project estimates
• Develop Python scripts and Jupyter notebooks for API interactions
• Maintain team documentation and track metrics

📋 Requirements

• Prior work experience in financial investment/advisory/technology industry
• Proven multitasking in a fast-paced environment
• Outstanding communication skills for client and internal engagement
• Technical skills in SQL, Python, or financial systems

✨ Nice to Have

• Experience with Bloomberg or Thomson Reuters
• Familiarity with Salesforce
• Knowledge of portfolio accounting

🎁 Benefits & Perks

• 🏖️ Flexible hours
• 💻 Remote-friendly within country
• 📚 Learning and development opportunities
• 🏥 Health insurance
• 💰 Competitive compensation

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min