Addepar - Data Conversion Project Manager (Pune)
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Requirements
• Experienced: Minimum 3+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates. • Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage "difficult conversations" regarding timelines or scope. • Client-Focused: • Investment-Savvy: Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key). • Investment-Savvy: • Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments. • Solutions-Oriented: • Collaborative: Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders. • Collaborative: • Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale. • Process-Minded: • Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders. • Adaptable: • Technical (Bonus): Familiarity with Python or SQL. While you won’t be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively. • Technical (Bonus) • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Partner with Data Solutions: Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution. • Partner with Data Solutions: • Translate Technical Progress: Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders. • Translate Technical Progress: • Lead Client Status Calls: Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies. • Lead Client Status Calls: • Facilitate Information Flow: Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client. • Facilitate Information Flow: • Oversee Portfolio of Projects: Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability. • Oversee Portfolio of Projects: • Drive Process Improvement: Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions. • Drive Process Improvement:
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