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 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

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

We are currently seeking a highly skilled Staff Technical Program Manager (TPM) to join the R&D Operations (R&D Ops) team at Addepar. R&D Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the R&D organization. The team’s mandate includes the following: 

• Operationalize standards for the efficient execution of Initiative management
• Streamline the process for how work gets into the R&D Planning pipeline to lay the path for OKR fulfillment
• Provide guidance and governance on best practices for teams through standards and processes
• Surface R&D data in analysis and reporting 
• Administer configuration of systems operations utilized by the R&D organization

This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional R&D initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to issues and blockers by clarifying assumptions. You will lead with a risk-based approach to initiative management by enabling R&D teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&D teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes.

Reasons to join our team:

• A team culture that values ownership, transparency, collaboration, and creativity
• Opportunity to drive the highest impact initiatives in R&D
• Define “how we program manage” at Addepar

Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry.

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

• Drive a portfolio of high-priority R&D Initiatives, including the creation and management of detailed plans and artifacts
• Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership
• Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles
• Identify program risks and establish escalation process for facilitating “Return to Green” plan for initiatives that are off-track
• Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market
• Coordinate, design, and implement improvements to the quarterly R&D-wide Planning process
• Establish program management standards and best practices, including systems and tools
• Create a collaborative environment that values transparency, learning, efficiency, and creativity
• Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building velocity measuring tools to track initiative and OKR progress
• Manage user permissions to R&D Ops-managed systems

Who You Are

• Extensive technical program management or similar relevant experience
• Prior experience of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred
• Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly
• Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics
• Strong experience with program management tools; proficiency in Jira required
• Strong influencing and negotiating skills at all levels
• Comfortable adjusting between the need to be tactical vs. strategic
• Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems
• Organized and detail oriented; comfortable managing multiple initiatives and priorities in parallel