The Role

We are currently seeking a Security Operations Analyst to join our Information & Risk Team! The SecOps Analyst will have the opportunity to help take Addepar’s Security and Risk Program to the next level, through insights based on our current state. In this role, this person will work as part of the Security Operations function to investigate security alerts, develop new monitoring strategies, and work with the wider business as part of our Vulnerability Management program. The candidate will also work to document and analyse existing critical operational processes, owners and controls, and help find opportunities to optimise those controls, increase security and reduce risk. The successful candidate will bring a strong process approach, with a preference for simple, achievable and repeatable solutions.    

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Triage and respond to security alerts generated by our monitoring toolset, ensuring thorough investigation.
• Research and develop new monitoring strategies and build out analytics to improve our detection capabilities.
• Update or create new documentation for security tools, processes, playbooks, and procedures.
• Assist other areas of the business in effectively prioritizing and remediating vulnerabilities.
• Work closely with partners across Addepar teams, such as R&D, to evaluate critical processes, including the identification of key control points and owners.
• In partnership with Security and Risk Leadership, identify, document and track opportunities for process and control improvement.

Who You Are

• You have 4+ years of experience in Security Operations with a proven track record of investigating a variety of security alerts.
• You hold a Bachelor’s degree in Computer Science, Cyber Security, or a related field.
• Curious about information security with a desire to be a part of a fast-paced and supportive team who can help you learn on the job.
• Enjoys problem solving and finding simple solutions that bring multiple business benefits
• Strong communication skills and people skills - enjoys working with new people in different teams across the business but can also work independently
• Strong organisational skills and attention to detail
• Experience documenting simple and clear processes, runbooks, and process flows

Required Technical Skills:

• Proven experience with Sumo Logic, Splunk, or similar platforms (writing complex queries is a must).
• Direct experience performing security investigations
• Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of implementing security best practices in the cloud. 
• Experience with Okta and Google Workspace environments will be highly desired.
• Experience with Infrastructure as Code tools such as Terraform.
  
  

  • Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

   

The Role

We are currently seeking an Associate 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 an Associate 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 legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Analyze 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 experience in the investment domain

Who You Are

• 1+ years of experience working with financial data and concepts that are relevant to Addepar’s clients and products, or graduated from a business related degree
• Must have relevant domain-specific experience in wealth management and portfolio management.(Stocks, bonds, securities, etc.)
• Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications
• Good 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.

The Role

We are currently seeking a Senior Frontend Software Engineer to join the AI Platform team, Addepar’s next-generation AI platform that enables seamless insights and interaction through natural language and data intelligence across our AI products.

As a Senior Frontend Engineer, you’ll design and scale the interactive surface of AI Platform products. You’ll work at the intersection of AI, design, and systems engineering, building a class of real-time AI experiences for users — where every frame, token, and scroll behavior matters.

You will collaborate closely with product design, backend, and AI/ML engineers to deliver smooth, trustworthy AI experiences that align with Addepar’s standards of performance, transparency, and reliability.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Design and implement complex, real-time UI features for conversational interfaces — including chat streaming, incremental rendering, and dynamic layouts.
• Build high-performance WebSocket pipelines to handle streamed deltas, retries, and backpressure gracefully.
• Optimize scrolling and rendering performance using requestAnimationFrame, virtualization, intersection observers, and non-blocking state updates.
• Implement fault-tolerant UI logic for reconnection, cancellation, offline recovery, and retry without user disruption.
• Architect state management and caching strategies to maintain consistency between local UI and backend deltas.
• Collaborate with designers to deliver accessible, responsive, and pixel-perfect interfaces across themes and viewport sizes.
• Extend Addepar’s frontend developer experience—refine the build pipeline (Vite/Webpack), test automation (Playwright, Jest), and linting/formatting standards (ESLint, Prettier).
• Instrument client-side telemetry and performance metrics to measure render latency, streaming lag, and user interaction speed.
• Mentor teammates through design reviews and pair programming, contributing to shared components and cross-product standards.
• Work closely with backend and AI/ML teams to co-design message formats, token streaming APIs, and session-level resiliency mechanisms.
• Shape the technical direction of AI Platform’s frontend, contributing to shared libraries, caching strategies.

Technical Fundamentals & Practices -

We’re looking for engineers who demonstrate mastery across the following practices and system fundamentals that empower to ship high-quality, low-latency conversational experiences at scale:

Browser & Rendering Fundamentals : 

• • Deep understanding of the browser’s rendering pipeline—DOM, CSSOM, layout, paint, compositing.
  • Ability to identify and fix layout thrashing, paint storms, and jank through Chrome DevTools performance profiling.
  • Knowledge of animation scheduling via requestAnimationFrame, idle callbacks, and microtask queues.Familiarity with modern web APIs such as IntersectionObserver, ResizeObserver, MutationObserver, OffscreenCanvas, Web Workers, and BroadcastChannel for concurrent or cross-tab coordination.

Asynchronous & Streaming Systems:

• • Strong command of Promises, async/await, generators, and cancellation (AbortController).
  • Familiarity with streaming data protocols (e.g., WebSockets, SSE) and patterns like batching, throttling, and debounce under load.
  • Understanding of backpressure and how to pace UI rendering vs. message ingress.

State & Data Synchronization:

• • Experience designing immutable data flows with fine-grained updates (diffs, patches, deltas).
  • Knowledge of caching, reconciliation, and hash-based change detection (e.g., djb2, CRC32, content hashing).
  • Practices for ensuring consistency between transient client state and authoritative backend models.

UI Architecture & Composition:

• • Familiarity with reactive component frameworks (Svelte preferred; React/Vue acceptable).
  • Experience isolating side effects, using stores/signals, and maintaining predictable reactivity graphs.
  • Ability to decompose large applications into feature modules with lazy loading, error boundaries, and shared design tokens.
  • Ability to evaluate and integrate across frameworks (Svelte, React, Web Components) while maintaining consistent patterns in state, testing, and accessibility.

Performance & Profiling:

• • Proven skill in measuring and optimizing UI latency (first paint, input delay, FPS stability).
  • Comfort with Chrome Performance, Lighthouse, or custom performance markers.Experience building virtualized views (infinite scroll, chat lists, large tables).

Design Systems & Accessibility:

• • Experience building and maintaining reusable design systems with Storybook, Tailwind, or Web Components.Knowledge of accessibility standards (WCAG, ARIA) and best practices for keyboard, color, and screen reader support.Skilled at collaborating with design teams to translate high-fidelity Figma specs into performant, production-ready components.

Resilience, Testing & Observability:

• • Writes defensive code to handle partial data, dropped connections, race conditions, and AbortErrors.
  • Understands test pyramids: unit, integration, and end-to-end (Playwright, Jest, Vitest).
  • Adds telemetry hooks and log events to diagnose production issues and user experience regressions.

Developer Experience & Tooling:

• • Comfortable configuring bundlers (Vite, Webpack) and optimizing build times.
  • Sets up linting, type checking, and pre-commit automation for consistency.
  • Experience with CI/CD, incremental testing, and feature flag rollouts.
  • Experience with AI-assisted developer tools or scripting build/test automation to improve team velocity.

Mindset:

• • You think in systems, not pages. 
  • You balance aesthetics with performance, correctness, and maintainability. You obsess over the invisible details — micro-interactions, latency, and flow — that make complex products feel effortless. 
  • You enjoy teaching others, debugging difficult issues, and making the team move faster through better abstractions.

Who You Are

• Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience).
• At least 5 years of professional frontend development experience in a production environment.
• Strong proficiency in TypeScript/JavaScript and deep understanding of asynchronous browser behavior.
• Experience with Svelte, React, or another component-based modern UI framework.
• Strong debugging and performance profiling skills.
• Experience integrating real-time or streaming data into user interfaces.
• Strong communication, collaboration, and mentoring skills.
• Additional certifications or licenses
• Skills and competencies that also include soft skills necessary for success
• Bonus: Familiarity with AI/LLM-powered interfaces, progressive streaming UIs, or data-rich visualization frameworks.
• You care deeply about user experience, developer productivity, and measurable performance — and you know that excellence in frontend engineering is achieved through curiosity, rigor, and empathy for both users and teammates.

The Role

Part of the broader Addepar Data organization, you will be the primary authority on the operational administration and integrity of market data. This is a transformative leadership mandate: we are looking for an architect to take full ownership of the role, build the team, and evolve our market data operations into a best-in-class function that supports $9T+ in platform assets.

What You’ll Do

• Build & Transform: You are responsible for designing the roadmap for Market Data operations. You will lead, train, and mentor a high-performing team, turning the function into a center of excellence that balances technical integrity with commercial agility.
• Mentorship: Actively upskill the team in complex licensing frameworks and data observability, ensuring every team member is an expert in the "Addepar way" of data management.
• Ownership: Take end-to-end accountability for the "who, what, and how" of data access, ensuring we stay ahead of audit requirements and vendor evolutions.
• Access Architecture: Manage and audit user access to market data (internal and external benchmark and market data) ensuring strict adherence to complex redistribution scenarios and vendor-specific restrictions.
• Audit Command: Lead the preparation and delivery of usage audits back to licensors, ensuring 100% compliance with all contractual clauses.
• Pipeline Supervision: Oversee daily market data pipeline workflows to ensure the timely and accurate delivery of pricing and reference data feeds.
• Data Quality Ownership: Perform internal verification checks to ensure data integrity (FX rates, corporate actions) and resolve exceptions to maintain high-quality standards.
• Compliance Framework: Maintain a Rights Management framework to monitor data implementation and usage, ensuring all derived content follows vendor terms of use.
• KPI & Metrics: Define and report on key performance indicators (KPIs) through automated dashboards to demonstrate operational health and team growth.
  
  

Who You Are

• The Builder Mindset: Minimum 10+ years in financial data operations with a proven track record of leading teams and building processes from the ground up.
• Domain Authority: Comprehensive knowledge of financial instruments, benchmarks, and market data feeds, paired with a nuanced understanding of global licensing requirements.
• Regulatory Acumen: Expert knowledge of redistribution scenarios, competitor restrictions, and the legal implications of client data usage.
• Technical Proficiency: Fluent in SQL and data analysis tools to monitor feeds and troubleshoot processing exceptions.
• Analytical Precision: Exceptional attention to detail with a proven track record of managing high-stakes audits and data validations.
• Vendor specific knowledge: eg. ICE, Refinitiv, Bloomberg, Morningstar, S&P, MSCI, etc will be highly preferred
  
  

  Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

The Role

At Addepar, we are looking for an experienced Automation Specialist-Operations to design, develop, and deploy enterprise-grade robotic process automations. The role is ideal for a UiPath expert who can operate independently, deliver high-quality solutions, and collaborate effectively with internal product, engineering and operations teams.

What You’ll Do:-

Process Assessment & Solution Design

• Review business requirements and assess automation feasibility.
• Define and document the automation solution design (PDD / SDD).
• Identify reusable components and develop modular solutions.
• Develop custom activities using UiPath SDK

Development & Testing

• Develop, debug and test workflows using UiPath Studio / Orchestrator.
• Implement robust exception handling, logging, alerting and configuration management.
• Conduct UAT with business stakeholders and incorporate feedback.
  
  

Deployment & Handover

• Package and deploy automations to UiPath Orchestrator (dev, test, prod) in a secure and maintainable manner
• Prepare documentation and handover materials for internal support teams.
• Provide knowledge transfer and brief training sessions as needed.
  
  

Optimization & Support

• Monitor bot performance and handle stabilization post-deployment.
• Recommend and implement performance improvements.

Who You Are:-

Technical Skills required:

• 4+ years of relevant experience in similar area.
• 3+ years hands-on UiPath experience
• UiPath Advanced RPA Developer (UiARD) certification (Preferred)
• Prior experience of developing of automation in finance, data operations, or enterprise automation domains
• Strong proficiency in UiPath - Studio, Orchestrator, Assistant, Unattended Bots and Attended Bots 
• Hands-on with REFramework and custom library development 
• Experience with REST APIs, Excel, email automation, file I/O, integration with cloud services (preferably AWS services), JSON/XML data formats
• Exposure to Document Understanding, AI Center, and attended/unattended bots
• Basic scripting: VB.NET / C#  / Python 
• Source control: DevOps -like CI/CD, GitHub 

LLMs, Claude, BI and Analytics (is preferred)

• Familiarity with web automation scenarios, 

Soft Skills:

• Strong analytical and problem-solving mindset
• Self-driven and able to deliver with minimal supervision
• Able to work with cross-functional teams (Operations, Engineering, Product, QA)
• Clear communicator with good documentation discipline
• Collaborative approach with cross-functional teams

Performance Expectations/Metrics

• Delivery of automation processes per agreed milestones and quality standards
• Code quality and stability (defects or incidents post-deployment)
• Reusability and maintainability of code
• Timely reporting of progress and blockers
  

  Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

The Role

Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. 

As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients’ Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar’s Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and additional personnel across the organization.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Manage Alternatives Data processing for Addepar clients, which includes but is not limited to:
• Troubleshooting Private Fund statements (Capital Call Notices, Distribution Notices, and Capital Account Statements) processing exceptions captured by automated validation checks
• Modifying document data that has been incorrectly extracted by our machine learning models to reflect the correct Private Fund transactions and valuations information contained in the Private Fund Statements
• Partnering with our Machine Learning Operations team to identify and relabel documents for model retraining
• Engaging clients, GPs, or Fund Admins to address statement data related inquiries and issues
• Onboard new clients to determine and establish the ownership structure of clients’ Private Fund positions within Addepar
• Help maintain Alternatives Data Operations workflow procedures and play-books
• Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account related issues and to ensure positive client outcomes
• Collaborate with Product and Engineering to implement new processes and tooling features that improve Alternatives Data processing UX and increase operational workflow efficiency

Who You Are

• Overall 2-10+ years of experience working in similar role
• Work experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems, and preferably with experience dealing with Alternatives (Private/Draw-down) Funds data, including knowledge of capital account statements, capital calls, and distribution notices
• Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment.
• Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders across Sales, Services, and R&D
• Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, and Salesforce
• Willing to work flexible hours

The Role

We are currently seeking a Senior Software Engineer, Backend to join the AI Platform team, which powers intelligent experiences across our AI products.

As a Senior Software Engineer, you’ll design, build, and ship services across a distributed microservices platform that supports capabilities such as document extraction, portfolio chat, and semantic retrieval capabilities. You’ll work across backend services, cloud-native data systems, async processing, and real-time streaming infrastructure, collaborating closely with frontend, product, and AI/ML engineers to deliver reliable and scalable backend systems.

This role is ideal for an engineer who thrives on solving hard backend problems, writes clean and tested production code, and can own features end-to-end in a fast-moving AI product team.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Design, build, and maintain backend services that power AI Platform products
• Develop production systems in Python or other modern backend languages and frameworks, with strong emphasis on maintainability, reliability, and performance
• Build and evolve REST APIs and/or gRPC services, including request validation, error handling, and versioning
• Design and maintain relational and/or NoSQL data models across systems such as MySQL, PostgreSQL, DynamoDB, and Redis
• Build and maintain asynchronous processing flows using queues and worker-based systems
• Work on real-time streaming features, retrieval workflows, and service communication patterns that support AI interactions
• Write strong automated tests, including unit and integration coverage, and contribute to CI-based quality gates
• Debug production issues across service boundaries using logs, metrics, and system reasoning
• Collaborate closely with frontend, product, and AI/ML teams to define API contracts and deliver end-to-end features
• Contribute to code reviews, system quality, and engineering standards across the team

Who You Are

• Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience)
• At least five years of professional backend software engineering experience in production environments
• Strong proficiency in at least one production backend language such as Python, Go OR Java and the ability to work effectively across a polyglot environment
• Strong software engineering fundamentals, including system design, debugging, code quality, testing, and operational ownership.
• Experience building and maintaining REST APIs and/or gRPC services
• Experience with relational databases and/or NoSQL data stores in production systems
• Experience with asynchronous processing patterns such as queues, workers, retries, and failure handling
• Proficiency with Docker and familiarity with modern backend development workflows
• Strong testing discipline, including unit testing, integration testing, and mocking dependencies
• Experience building or operating services on cloud infrastructure in a production context
• Strong communication and collaboration skills, with the ability to work effectively across frontend, product, and AI/ML teams
• We are looking for a strong backend software engineer, not someone whose experience is limited to scripting, framework usage, or cloud configuration without corresponding depth in production systems engineering
• Familiarity or working knowledge of AWS will be a huge plus
• [Bonus] Experience with modern backend frameworks such as FastAPI, Flask, Spring Boot, Go service frameworks, or equivalent
• [Bonus] Experience with Redis, WebSockets, or real-time streaming systems
• [Bonus] Experience with LLM/AI integration, semantic retrieval systems, or token streaming
• [Bonus] Experience with observability tooling, structured logging, or Sentry/metrics systems
• [Bonus] Experience in fintech or regulated domains

The Role

As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines.

You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.

What You’ll Do

• 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.
• Translate Technical Progress: Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
• 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.
• 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.
• Oversee Portfolio of Projects: Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.
• Drive Process Improvement: Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.

Who You Are

• Experienced: Minimum 2+ 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.
• Investment-Savvy: Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key).
• Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
• Collaborative: Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders.
• Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
• Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.
• 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.

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)

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.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
• Complete data projects on-time meeting project deadlines while adhering to high quality standards
• Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
• Run python ETL scripts and at times modify, fix or debug as needed
• Raise keys issues to project team members and senior leadership as necessary
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Adhere to project management standard processes
• Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation

Who You Are

• Minimum 2+ years experience working in technology and finance
• Experience working with colleagues spread across multiple global locations
• Must have domain experience wealth/portfolio/investment management. 
• Proficient in Python programming language and well versed in ETL concepts
• Must have experience working in financial markets and has experience with financial products and wealth / portfolio data.
• Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
• Solution-oriented and passion for problem solving
• Highly organized, close attention to detail and driven to make processes more efficient
• Positive attitude, good work ethic, proactive and a high contributing teammate
• Independent, adaptable and can work with minimum supervision 
• Proven ability to manage expectations and provide regular updates to the project team 

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)

The Role

As a Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains.

You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.

Beyond client delivery, you’ll also have the opportunity to participate in internal  innovation; contributing to  automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India. 

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Support  complex client implementations: execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
• Build  scalable data solutions:  Translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members
• Contribute to  a portfolio of high-impact projects:  Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
• Collaborate across teams: Building knowledge of  investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
• Champion operational excellence:  Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Who You Are 

• Experienced: 2+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
• Technical: Proficiency in Python and SQL. You should be comfortable navigating large datasets, streamlining data flows (ETL), and finding ways to automate repetitive manual tasks to improve efficiency. Experience/familiarity with Databricks and API workflows is a plus.
• Investment-Savvy: 
• A foundational grasp of the investment landscape. You understand how different assets work—like stocks, bonds, and derivatives—and you’re familiar with the basics of how portfolios are tracked and accounted for.
• Experience working directly with the building blocks of investment data. You’ve handled things like security identifiers, trade records, and market pricing updates, and you understand how this information flows through a financial firm.
• Technical Translation: Ability to articulate technical architectures to non-technical internal teams, converting technical requirements into clear, actionable business value.
• Solutions-Oriented: Curious problem-solver who takes initiative and is developing  ownership and accountability in ambiguous environments
• Collaborative: Eager to work across teams and functions to deliver measurable impact
• Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
• Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders

A Note on Requirements

Don’t check every single box? Apply anyway. We are looking for curious, motivated individuals. If you are passionate about the intersection of finance and tech but don't meet every specific qualification listed above, we still want to hear from you and see if your unique skills could be a fit for our team.

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)

The Role

We are currently seeking a Staff Software Engineer, Infrastructure to join the AI Platform team that powers seamless insights and interaction through natural language and data intelligence across our AI products.

As a Staff Software Engineer, you’ll architect, build, and operate the backend and platform systems that power AI Platform. You’ll work across service design, distributed systems, cloud infrastructure, event-driven processing, observability, CI/CD, and production reliability, helping shape the technical direction of a platform that supports scalable, client-facing AI experiences.

This role requires a strong software engineering foundation combined with deep infrastructure and systems thinking. We are looking for an engineer who can write high-quality production code, make sound architectural tradeoffs, and own platform capabilities end-to-end — not someone focused only on scripting, cloud configuration, or infrastructure tooling in isolation.

You will collaborate closely with frontend, product, and AI/ML engineers to deliver reliable, secure, and scalable systems that align with Addepar’s standards of performance, resilience, and trust.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Design, build, and operate backend services and infrastructure that power AI Platform products.
• Write high-quality production code for platform and service layers, with strong emphasis on maintainability, reliability, and performance.
• Architect and evolve distributed systems that support AI Platform capabilities such as real-time interactions, asynchronous processing, and secure data workflows.
• Build and extend cloud-native infrastructure across core services, networking, storage, identity, and observability layers.
• Design and maintain infrastructure as code using Terraform, including reusable modules, environment management, and drift-safe workflows.
• Build and operate Kubernetes/EKS-based services, including deployment strategies, health checks, scaling configuration, and containerization workflows.
• Design and improve CI/CD pipelines, release workflows, and engineering productivity systems.
• Build and maintain asynchronous and event-driven systems using queues, RPC/service communication, and resilient failure-handling patterns.
• Design and evolve relational and NoSQL data models, including schema design, migrations, replication, and access patterns.
• Build and maintain observability across metrics, logs, tracing, dashboards, and alerting.
• Apply secure-by-default engineering practices across IAM, secrets, encryption, network isolation, and production operations.
• Mentor engineers through code review, design review, incident reviews, and technical guidance.
• Drive technical decisions that improve platform reliability, scalability, developer productivity, and long-term system health.

Who You Are

• Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience).
• At least 8+ years of professional software engineering experience, including significant experience in backend, infrastructure OR platform oriented work.
• Strong proficiency in at least one production backend language such as Python, Go, OR Java and the ability to work effectively across a polyglot environment.
• Strong software engineering fundamentals, including system design, debugging, code quality, testing, and operational ownership.
• Deep hands-on experience with cloud infrastructure in production environments.
• Strong experience with infrastructure-as-code workflows such as Terraform or equivalent tools.
• Experience with Kubernetes/EKS, Docker, and modern deployment practices.
• Experience designing or extending CI/CD pipelines in production environments.
• Experience with distributed systems, microservice communication, message queues, asynchronous processing, and failure handling.
• Experience with both relational and NoSQL database design in production systems.
• Strong observability and production-debugging skills.
• Strong communication, collaboration, and mentoring skills.
• Ability to operate as a software engineer first: we are not looking for someone who is only strong in scripting, cloud configuration, or infrastructure tooling without corresponding depth in production software engineering.

Bonus

• Experience with AI/ML platform tooling such as Databricks, Spark, MLflow, or model-serving systems.
• Experience with real-time streaming or WebSocket-based systems at scale.
• Experience with multi-region architectures, data residency, or failover design.
• Experience in fintech or other highly regulated environments.
• Experience optimizing platform cost, performance, and reliability tradeoffs at scale.