Solutions Consultant – Alternatives Data Management (ADM) New Edinburgh, UK

Job Description

Edinburgh, UK

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 1,400 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 An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client’s existing Addepar solution and if not develop the necessary plan to solve for any gaps.

The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
• Work closely with cross functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
• Connect with clients in a proactive, consultative and professional manner

Who You Are

• Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
• Solution oriented approach and a passion for problem solving
• Experience with project management
• Experience working with alternative investment data
• Strong work ethic, proactive and a high contributing teammate
• Independent, adaptable and can thrive in a fast paced environment
• Excellent communication, organizational, and time management skills
• Experience with the Addepar platform is a plus

Our Values

• Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
• Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
• Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. 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.

JOB APPLICANT PRIVACY/FAIR PROCESSING NOTICE

1. Introduction 1.1 In this Data Privacy Notice the terms the “Company”, “we”, “us” and “our” are references to Addepar UK Ltd., company number , having a registered address at Clifton House, Bunnian Place, Basingstoke, Hampshire, United Kingdom, RG21 7JE. Addepar UK Ltd. is part of the Addepar group of companies of which the ultimate parent is Addepar, Inc.

1.2 Addepar UK Ltd. will be the data controller of your personal data. In addition, where processing of personal data is undertaken by other associated companies of the Company for their own independent purposes, these associated companies may be co controllers of your personal data.

1.3 We hold and process data on all current and former applicants and interview candidates (“applicants” or “you” or “your”), and third parties whose information you provide to us in connection with your application (e.g.,next of kin, emergency contact information).

1.4 We take your data protection rights and our legal obligations seriously. Your personal data will be treated in a secure and confidential manner and only as set out below or otherwise notified to you in writing.

1.5 Please read the following carefully to understand our views and practices regarding your personal data and how we treat it. The following Data Privacy Notice describes the categories of personal data we may process, how your personal data may be processed, for what purposes we process your data and how your privacy is safeguarded in the course of our relationship with you. It is intended to comply with our obligations to provide you with information about the Company’s processing of your personal data under privacy laws. It does not form part of a contract of employment or engagement.

1.6 If you have any questions about this Data Privacy Notice please contact .

2. Responsibility for data privacy 2.1 The contact details of each of the Company’s data controllers and, where applicable their representatives and relevant data protection contact, are Addepar UK Ltd. & Addepar, Inc., each of which can be reached at .

2.2 If you have any questions regarding the processing of your personal data or if you believe your privacy rights have been violated, please contact Addepar’s People Team at or .

3. What data do we process? 3.1 We collect various types of personal data about you for the purposes described in this Data Privacy Notice including:

(a) personal details: your title and name, birth name, preferred name, any additional names, gender, home contact details (e.g.,address, telephone or mobile number, e mail), immigration and eligibility to work information, languages spoken, details of any disability and any reasonable adjustments required as a result;

(b) recruitment and selection data: skills and experience, qualifications, references, CV and application, record of interview, interview notes and assessment, vetting and verification information (e.g.results of credit reference check, financial sanction check and a basic disclosure criminal record check relating to unspent convictions where carried out and permitted by applicable law), right to work verification, information related to the outcome of your application, details of any offer made to you;

(c) equality and diversity data: where permitted by law and provided voluntarily, data regarding gender, race, nationality, and sexuality (stored anonymously for equal opportunities monitoring purposes); and

(d) any other personal data which you choose to disclose to Company personnel during the course of the application process whether verbally or in written form (for example in work emails).

3.2 Certain additional information will sometimes be collected where this is necessary and permitted by local applicable laws.

3.3 Some of the information collected by the Company and described above constitutes special category personal data. Special category personal data includes information relating to racial or ethnic origin, political opinions, religious or philosophical beliefs, health, trade union membership, sex life or sexual orientation, biometric or genetic information, and information relating to criminal records, offences or proceedings. The Company only collects personal data when permitted or required to do so by law, in circumstances described below.

4. How does the Company collect data? 4.1 The Company collects and records your personal data from a variety of sources, but mainly directly from you or from our service providers that handle applications on our behalf, such as Greenhouse. You will usually provide this information directly to us through your participation in the recruitment process, or you will provide it to our service providers, such as Greenhouse.

4.2 We also obtain some information from third parties: for example, references from a previous employer . click apply for full job details