Qureos Mentor

Addepar

<div>
 
 Who We Are
 
 
 
 Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.
 
 
 
 The Role
 
 
 
 Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development &amp; Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Generate new business opportunities to fuel Addepar&rsquo;s growth
 </li>
 <li>
 Create and prioritize strategic target account lists and account attack plans within a defined territory
 </li>
 <li>
 Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
 </li>
 <li>
 Conduct high level discovery conversations and meetings with prospect accounts.
 </li>
 <li>
 Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
 </li>
 <li>
 Achieve quarterly quotas of qualified opportunities created
 
 
 </li>
 </ul>
 
 Who You Are
 
 
 
 <ul>
 <li>
 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
 </li>
 <li>
 Knowledge of private banking, wealth management prospecting a plus
 </li>
 <li>
 Strong work ethic, energetic, proactive, team player!
 </li>
 <li>
 Excellent problem solving, communication, organization and time management skills
 </li>
 <li>
 Flexibility and ability to adapt to new demands; strong sense of urgency
 </li>
 <li>
 Assertiveness, directness, and a &ldquo;company first&rdquo; mentality
 </li>
 <li>
 Experience working with Salesforce, Gong, and Salesloft is a plus
 
 
 </li>
 </ul>
 
 Our Values
 
 
 
 <ul>
 <li>
 Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
 </li>
 <li>
 Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
 </li>
 <li>
 Champion Our Clients - Exceed client expectations. Our clients&rsquo; success is our success.
 </li>
 <li>
 Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
 </li>
 <li>
 Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
 
 
 </li>
 </ul>
 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.
 
 
 PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote &ldquo;interviews,&rdquo; and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
</div>

Business Development Representative

<div><div>Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.</div><h4 class="jobSectionHeader">
The Role</h4>

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development &amp; Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.
<h4 class="jobSectionHeader">
What You'll Do</h4>
<ul><li>Generate new business opportunities to fuel Addepar's growth</li>
<li>Create and prioritize strategic target account lists and account attack plans within a defined territory</li>
<li>Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)</li>
<li>Conduct high level discovery conversations and meetings with prospect accounts.</li>
<li>Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.</li>
<li>Achieve quarterly quotas of qualified opportunities created</li>
</ul><h4 class="jobSectionHeader">Who You Are</h4>
<ul><li>2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)</li>
<li>Knowledge of private banking, wealth management prospecting a plus</li>
<li>Strong work ethic, energetic, proactive, team player!</li>
<li>Excellent problem solving, communication, organization and time management skills</li>
<li>Flexibility and ability to adapt to new demands; strong sense of urgency</li>
<li>Assertiveness, directness, and a &quot;company first&quot; mentality</li>
<li>Experience working with Salesforce, Gong, and Salesloft is a plus</li>
</ul><div>
Our Values
<ul>
<li>Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.</li>
<li>Build Together - Collaborate to unlock the best solutions. Deliver lasting value.</li>
<li>Champion Our Clients - Exceed client expectations. Our clients' success is our success.</li>
<li>Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.</li>
<li>Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.</li>
</ul>
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.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote &quot;interviews,&quot; and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.</div></div>

<div>
 
 Who We Are
 
 
 
 Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.
 
 
 
 The Role
 
 
 
 A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
 </li>
 <li>
 Complete data projects on-time meeting project deadlines while adhering to high quality standards
 </li>
 <li>
 Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
 </li>
 <li>
 Run python ETL scripts and at times modify, fix or debug as needed
 </li>
 <li>
 Raise keys issues to project team members and senior leadership as necessary
 </li>
 <li>
 Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
 </li>
 <li>
 Adhere to project management standard processes
 </li>
 <li>
 Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation
 
 
 </li>
 </ul>
 
 Who You Are
 
 
 
 <ul>
 <li>
 Minimum 2+ years experience working in technology and finance
 </li>
 <li>
 Experience working with colleagues spread across multiple global locations
 </li>
 <li>
 Must have domain experience wealth/portfolio/investment management.
 </li>
 <li>
 Proficient in Python programming language and well versed in ETL concepts
 </li>
 <li>
 Must have experience working in financial markets and has experience with financial products and wealth / portfolio data.
 </li>
 <li>
 Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
 </li>
 <li>
 Solution-oriented and passion for problem solving
 </li>
 <li>
 Highly organized, close attention to detail and driven to make processes more efficient
 </li>
 <li>
 Positive attitude, good work ethic, proactive and a high contributing teammate
 </li>
 <li>
 Independent, adaptable and can work with minimum supervision
 </li>
 <li>
 Proven ability to manage expectations and provide regular updates to the project team
 
 
 </li>
 </ul>
 
 Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)
 
 
 
 
 Our Values
 
 
 
 <ul>
 <li>
 Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
 </li>
 <li>
 Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
 </li>
 <li>
 Champion Our Clients - Exceed client expectations. Our clients&rsquo; success is our success.
 </li>
 <li>
 Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
 </li>
 <li>
 Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
 
 
 </li>
 </ul>
 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.
 
 
 PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote &ldquo;interviews,&rdquo; and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
</div>

Technical Data Analyst - Python

Join Addepar and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Addepar

ABOUT_COMPANY

Business Development Representative

Business Development Representative

Technical Data Analyst - Python