The Role

Portfolio Data Integration is part of the broader Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralized and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modeling, tooling and infrastructure related to the integration of client portfolio data.

Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform.

As a data engineer for this team, you will execute the development of new data integrations and maintenance of existing processes in order to expand and improve our data platform. You’ll be adding automation and functionality to our distributed data pipelines by writing PySpark code and integrating it within our Databricks Data Lake. The team operates with an AI-augmented engineering workflow — LLM tools are integrated into code review, testing, and documentation as standard practice, not an experiment. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our platform with the ultimate goal of dramatically increasing the throughput of data ingestion for Addepar. This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual effort required from our clients or from our internal data operations team.

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

• Complete individual project priorities, deadlines, and solutions.
• Build pipelines that support the ingestion, analysis, and enrichment of financial data in partnership with business data analysts
• Improve the existing pipeline to increase the throughput and accuracy of data
• Develop and maintain efficient process controls and accurate metrics to ensure quality standards and organizational expectations are met
• Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency
• Identify areas of automation opportunities and implement improvements
• Understand data models and schemas, and work with other engineering teams to recommend extensions and changes
• Use AI-assisted development workflows — The team uses LLM tools (Claude Code) as a standard part of the engineering workflow: pre-review, test generation, code analysis, and documentation. You'll be expected to adopt and contribute to these workflows
• Maintain and improve automated quality gates — Work with AI-powered code review tooling to enforce coding standards, catch regressions before human review, and reduce manual toil in the PR process

Who You Are

• Prior professional data engineering/analysis experience
• Experience with object-oriented programming (we use PySpark/Python)
• Knowledge of SQL or relational database concepts
• Experience in data modeling, visualization, and ETL pipelines
• Comfort working with AI/LLM tools as part of your development workflow (e.g., code assistants, automated review, AI-generated tests). You don't need to be an expert — but you should be curious and willing to adopt new tooling quickly
• Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
• Passion for the world of FinTech and solving previously intractable problems at the heart of investment management

The Role

Alts Data Operations is a newly launched Addepar team that focuses on Alternatives Investment Data.  The team collects and validates information on private funds, private companies and other non-public investments.  This data is used for our research projects on investment decision-making and deliver new research products on topics related to investing (e.g., briefs, working papers, journal articles, models). The R&I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to apply Addepar’s proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors. 

We are currently seeking an Alternatives Data Operations Analyst to join our growing presence in Edinburgh. This role will be dedicated to capturing and updating Alternatives data to power new innovations developed using a proprietary research platform. The platform aggregates over $7 Trillion in assets into an analytical data store that can be analyzed for new insights by researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The role is responsible for ensuring the platform has timely and high-quality data available. This will include oversight of the alternatives security master, data quality validations management, and workflow oversight. 

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 Will Do

• Oversee and manage operational workflows for Alternative data processing.
• Develop and maintain effective process controls and accurate metrics to ensure quality standards.
• Partner with members of the Research team to implement and run data quality validations.
• Oversee the security master and security classification processes 

Who You Are

• Prior experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems. Knowledge of alternatives is a big plus. 
• Detailed in documenting and exhibits good follow-through techniques. 
• Track record of effective problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
• Outstanding communication and interpersonal skills for working with clients, custodial data providers, as well as internal working partners.
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Python (Jupyter Notebook, Pandas, PySpark, etc.), Databricks, Bloomberg, Pitchbook, or other common financial services systems and applications.

The Role

We are looking for a highly organized and motivated Recruiting Administrator to join our team. This is an exciting opportunity for those looking to grow their career in Talent Acquisition.

You will help deliver a smooth and efficient recruitment process across all hiring, ensuring a positive and seamless experience for candidates throughout their journey.

At Addepar, candidate experience is a top priority, and your primary focus will be ensuring every candidate leaves with a strong, positive impression of the company. We’re looking for a self-motivated, highly organised individual who is confident working independently and solving problems.

No prior recruitment experience is required. We value a strong work ethic, along with experience in a professional or customer-facing role. You’ll play an important part in helping us achieve our hiring goals and supporting Addepar’s broader mission.

What You’ll Do

• Coordinate and schedule interviews across multiple stages, ensuring a smooth and efficient experience for candidates and hiring teams
• Collaborate with recruiters and internal stakeholders to deliver a high-quality candidate experience across experienced hire and early careers hiring
• Support onsite and virtual interviews and related recruitment activities for our UK office and other global locations
• Maintain accurate records in Greenhouse (ATS) and provide general recruitment administrative support
• Ensure recruitment processes are organised, compliant, and run efficiently
• Work primarily within UK hours, with occasional flexibility to collaborate with hiring teams in the US and India

Who You Are

• Previous Experience: You don’t need prior experience as an administrator, but you should have 1–2 years’ experience in a professional environment such as retail, hospitality, office support, or customer service.
• Communication Skills: You communicate clearly and professionally in writing and are comfortable engaging with colleagues at all levels of the business.
• Tech Savvy: You are confident using Microsoft Office (Word, Excel, Outlook) and quick to learn new systems and tools.
• Attention to Detail: You take care to get things right, spotting errors and double-checking details such as dates and scheduling information before confirming.

The Program

Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included!

This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success or continue within Client Services. The start date for the program will be July 2026.

Onboarding dates are currently set for the Summer season. Seeking UK candidates only. Specific to UK candidates, this program is being hosted out of our Edinburgh, Scotland office.

The Role

We are currently seeking a Client Solutions Analyst to join our Services Team! Client Solutions Analysts are responsible for designing and implementing Addepar for new clients. They are passionate about identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical and consulting skills in order to advise clients on how to model and examine their financial instruments and assets. Client Solutions Analysts have a deep understanding of both finance and technology and take ownership of clients’ success.

Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client's needs and taking a hands-on approach to solving problems.

In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.

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

You’ll be joining a postgraduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients.

You will begin your journey on the Client Support team where you'll gain in-depth product knowledge as you become an Addepar platform expert working to:

• Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Work in complex data sets to identify and resolve data and calculation discrepancies
• Collaborate with R&D teams to conduct root-cause analysis; Product and Account Management to manage and maintain client satisfaction.
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction

In future rotations, you’ll shift your focus towards other roles within the Services organization to:

• Learn how to design solutions and execute project implementations
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to support simultaneous projects
• 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
• Effectively communicate project health and status to internal and external senior leadership

Who You Are

• BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, Computer Science, Data Science, or related fields. Graduation dates between Fall 2025 - Spring 2026.
• Exceptional organizational and interpersonal skills
• Solution-oriented approach and a passion for problem-solving
• Proven ability to research, design, and implement solutions for complex problems
• Independent, adaptable, and can thrive in a fast-paced environment
• Strong desire to gain further understanding of the global wealth management business
• Effective communication and interpersonal skills (both written and verbal)
• Strong work ethic, proactive and a highly contributing teammate
• Strong analytical skills and ability to interpret
• Prior internship experience working in finance, technology, and/or consulting is a plus
• Experience programming in Python language and/or experience with project management is a plus

The Role

The Investor Solutions team at Addepar is growing!

Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical product, as we've scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.

As we continue to scale, a need has opened up for a Senior Backend Software Engineer who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode.

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

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients
• Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry
• Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint

Who You Are

• Extensive professional software engineering experience building web applications
• Proficient in Python and understanding of common libraries used by Python
• Proficient in Django or other Python web frameworks
• Proficient in HTTP, REST and web API best practices
• Experience with Java backends is a plus
• Good experience on AWS or any other cloud platform
• IaC (infrastructure as code), preferably Terraform
• Experience with databases: SQL, NoSQL, OLAP, and/or data lake architectures
• Experience with AI agentic coding
• Knowledge of frontend technologies
• A strong ownership mentality and drive to solve the most important problems
• A rapid learner with robust analytical and problem-solving abilities
• Comfort working with product management on complex features
• Bachelor’s degree in Computer Science or equivalent experience

The Role

The Investor Solutions team at Addepar is growing!

Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical product, as we've scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.

As we continue to scale, a need has opened up for a Fullstack Software Engineer who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode.

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

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients
• Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry
• Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint

Who You Are

• Previous professional software engineering experience building web applications
• Proficient in Python and understanding of common libraries used by Python
• Proficient in Django or other Python web frameworks
• Experience with Java backends is a plus
• Familiar with HTTP, REST and web API best practices
• Experience with relational databases (MySQL, Postgres, SQL Server)
• Experience with React, JavaScript (ES6+), HTML, and CSS
• Experience with AI agentic coding is a plus
• A rapid learner with robust analytical and problem-solving abilities
• Bachelor’s degree in Computer Science or equivalent experience

The Role

We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

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

• Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem
• Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
• Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform
• Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.
• Analyze and develop solutions to improve data operations and content pipeline efficiency
• Understand Addepar’s products and clients
• Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments
• This is a role that will allow the successful candidate to build on their existing experience in the investment domain

Who You Are

• At least 2 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products
• Strong communication and interpersonal skills working with vendors, clients and internal partners
• Passion for the finance and technology space and solving previously intractable problems at the heart of investment management
• An interest or experience in data analysis workflows and tools

The Role

As a Technical Solution Architect you will play a crucial role in helping our clients build custom integrations using Addepar's suite of APIs and the Addepar Data Exchange. Additionally, you will have the opportunity to develop innovative internal tools to address client challenges, expedite implementations and unblock internal and external stakeholders. The ideal candidate will possess an eagerness to solve technical problems, experience in the wealth management domain, exceptional communication skills, thrive in a fast paced environment, and will bring a solutions oriented approach to all challenges they encounter.

What You’ll Do

• Collaborate with clients to design and build custom integrations leveraging  APIs, the Addepar Data Exchange and other technical tools
• Work closely with Product and Engineering to shape the development of new technical solutions
• Pioneer the technical implementation of the Addepar Data Exchange and establish and contribute to best practices for the team
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Stay up-to-date with industry trends and emerging technologies to find opportunities for innovation and improvement

Who You Are 

• Minimum 3+ years experience working in technology, finance, or consulting
• Experience with designing and implementing custom integrations
• Intermediate or advanced proficiency in Python, SQL and Rest APIs
• Hands-on experience with Databricks or similar data platforms
• Solution-oriented mentality and passion for problem solving
• Excellent verbal and written skills with the ability to present complex information in a clear and concise manner
• Strong work ethic, proactive and a high contributing teammate
• Independent, adaptable and can thrive in a fast-paced environment

The Role

We are seeking a versatile Talent Sourcer to join our global recruiting team and drive our hiring efforts across a wide range of functions. In this role, you will work closely with recruiters and hiring managers to identify and connect with top talent, ensuring a high-quality, diverse pipeline of candidates for our open positions across EMEA.

While you will support a broad spectrum of roles, including GTM, Services, R&D, and G&A, you will operate as an agile member of the Talent team, pivoting between departments as business needs shift. You will be responsible for market mapping, talent pipelining, and executing data-driven outreach strategies to engage passive candidates in a competitive landscape across EMEA.

What You’ll Do

• Strategic Partnership: Partner with hiring managers and recruiters to deeply understand the requirements and nuances of roles across GTM, Services, R&D, and G&A
• Full-Spectrum Sourcing: Build robust talent pipelines across multiple business units, maintaining the flexibility to shift focus based on evolving regional priorities
• Engagement & Outreach: Utilise tools such as Greenhouse and LinkedIn Recruiter to develop personalised, high-conversion outreach that clearly communicates our value proposition and unique challenges
• Candidate Assessment: Lead initial phone screens to evaluate professional competency, experience, and overall cultural fit
• Data Integrity: Maintain accurate and up-to-date information within Greenhouse, ensuring data integrity and compliance with internal processes and regional regulations (including GDPR)
• Seamless Coordination: Work closely with recruiters and scheduling teams to ensure a premium candidate experience from initial contact through to the interview stage
• Market Intelligence: Stay updated on industry trends, EMEA market insights, and talent acquisition best practices, sharing actionable recommendations with the wider recruiting team

Who You Are

• EMEA Expert: You bring a proven track record of sourcing talent across the EMEA region You understand the nuances of different talent hubs and know how to navigate diverse, multi-country candidate pools
• Experienced Recruiter: You have a solid background in talent sourcing, ideally with a blend of in-house and agency experience
• Relationship Builder: You build trust-based relationships across the business to passionately connect professionals with roles that align with their experience and motivations
• Highly Organised: Excellent organisational skills, with the ability to manage multiple competing priorities and meet deadlines in a fast-paced environment
• Creative Problem Solver: You enjoy the challenge of finding "the needle in the haystack" and think creatively to identify and engage top-tier talent in competitive markets
• Knowledgeable: You have a deep understanding of the regional talent market for technology, professional services, and corporate functions, along with a firm grasp of relevant employment laws
• Data-Driven: You are comfortable using data and market intelligence to influence hiring decisions and refine overall sourcing strategies

The Role

The Investor Solutions team at Addepar is growing!

Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical product, as we've scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.

As we continue to scale, a need has opened up for an Engineering Manager who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode.

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

• Direct Team Leadership: Build, lead, and develop a high-performing team of engineers, fostering a culture of accountability, growth, and technical excellence.
• Execution & Delivery: Work in partnership with global product managers and technical partners to translate business requirements into actionable technical roadmaps, ensuring predictable delivery of complex data workflows.
• Hands-on Technical Contribution: Drive the team’s output by staying active in the codebase—writing production code and performing deep code reviews.
• Mentorship: Actively coach and mentor junior and senior engineers, helping them navigate technical challenges and advance their professional careers.
• Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry
• Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint

Who You Are

• Extensive professional software engineering experience building web applications
• Previous formal people management or successful team leadership experience
• A proven ability to collaborate with and mentor other engineers
• A strong, hands-on technical approach. A desire to demonstrate your technical expertise, and to focus and improve the abilities of those on your team.
• Ability to drive delivery within predefined goal-setting and execution frameworks such as objectives & key results. We use well-defined and structured methodologies to deliver impactful business outcomes.
• Experience in our engineering stack is preferred: React & Ember frontends with Python & Java backends.
• Exceptional at bridging the gap between technical details and business outcomes, with the ability to manage stakeholder expectations across different regions.
• Bachelor’s degree in Computer Science or equivalent experience