The Role We are seeking an experienced Senior Software Data Engineer to join the Data Integrations Team, a critical component of the Addepar Platform team. The Addepar Platform is a comprehensive data fabric that provides a single source of truth for our product set, encompassing a centralized and self-describing repository, API driven data services, integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The Data Integrations team is responsible for the acquisition, conversion, cleansing, reconciliation, modeling, tooling, and infrastructure related to the integration of market and security master data from third-party data providers. This team plays a crucial role in our core business, enabling alignment across public and alternative investment data products and empowering clients to effectively manage their investment portfolios. As a Senior Software Data Engineer you will collaborate closely with product counterparts in an agile environment to drive business outcomes. Your responsibilities will include contributing to complex engineering projects using a modern and diverse technology stack, including PySpark, Python, AWS, Terraform, Java, Kubernetes and more. What You’ll Do Partner with multi-functional teams to design, develop, and deploy scalable data solutions that meet business requirements Build pipelines that support the ingestion, analysis, and enrichment of financial data by collaborating with business data analysts Advocate for standard methodologies, find opportunities for automation and optimizations in code and processes to increase the throughput and accuracy of data Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement Who You Are Minimum 5+ years of professional software data engineering experience A computer science degree or equivalent experience Proficiency with at least one object oriented programming language (Python OR Java) Proficiency with Pyspark,relational databases, SQL and data pipelines Rapid learner with strong problem solving skills Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary Experience in data modeling and visualisation is a plus Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus Experience with any public cloud is highly desired (AWS preferred). Experience with data-lake or data platforms like Databricks highly preferred. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model)

The Role Market Data Operations focuses on public markets Investment Data. The team collects and validates information on equities, bonds, funds and derivatives. This data is used for our wealth management platform reaching over 1000 firms globally and over 100,000 users. We are currently seeking a Market Data Operations Analyst to join our growing presence in Pune. This role will be dedicated to ensuring Addepar's clients have timely and accurate data to make investment decisions. What You Will Do Daily data quality validations on pricing, fundamental and corporate action data Investigate and Resolve exceptions on a variety of data assets, including reference data, pricing data, corporate actions, fund data and fx data Research data quality issues, identify resolutions and updating systems as needed Explore new datasets and analytics based on new data sources Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency. Investigate and troubleshoot market data pipeline processing exceptions Collaborate with third-party vendors to triage and swiftly resolve issues Who You Are Minimum 2+ years of relevant work experience in the financial investment/advisory industry with deep knowledge of capital markets. Asset Reference Data- Understanding of various type financial instruments- Equities, Fixed Income, Derivatives and Currencies Corporate Action - Monitor, research and interpret different events impacting the asset Understanding of pricing process and familiarity with Pricing data vendors Technical skills preferred - Proficiency with SQL queries highly preferred , Data mining projects or Knowing Databricks application are an added advantage. Excellent interpersonal skills and strong self-motivation needed to work efficiently in a global team Experience in the financial investment/advisory industry with capital markets Experience with ICE Data Feeds and Eikon/Refinitiv Workspace and similar data platforms is highly preferred Flexible to work in various shifts if required. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model)

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. What You’ll Do Support general accounting functions, including managing the general ledger, preparing journal entries, completing month-end closing tasks, and reconciling various accounts Review and validate accounts payable transactions, ensuring accurate coding of vendor invoices in the AP management system Perform cash applications for accounts payable transactions Review and reconcile T&E expenses, ensuring compliance with policies Assist in Purchase Order (PO) mapping for AP transactions Demonstrate a strong understanding of accruals and prepaid expenses Manage the Fixed Asset process, including asset creation and depreciation Provide support for payroll operations Assist with year-end financial statement audits and internal control documentation Continuously evaluate and implement process improvements to enhance operational efficiency. Who You Are Bachelor's degree in Accounting, Finance, or related fields. Chartered Accountant (CA) preferred Experience on Accounting , Accounts payable and Travel and expense experience in a global setup is mandatory. 3+ years of Core Accounting & Accounts Payable experience Strong knowledge of accounting principles (GAAP) and financial reporting. Excellent analytical, problem-solving, and communication skillAbility to prioritize tasks, work under pressure, and meet deadlines in a fast-paced environment. Exceptional attention to detail and commitment to accuracy in financial reporting Proficiency in accounting software, preferably NetSuite and Coupa, along with advanced Excel skills. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role The Product Manager is responsible for Addepar's Android application, providing key financial insights to investors. The Product Manager is required to take ownership of key initiatives and collaborates across teams and drive initiatives independently to derive meaningful impact. What You’ll Do Translate high-level business problems into clear product requirements with well-documented user stories and acceptance criteria. Possess a deep understanding of your product in terms of its users, business value, technical landscape, data, vendors, and how it relates to other areas of the larger Addepar system Build consensus with the cross functional team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria Identify and prioritize impactful product opportunities based on user needs, feasibility, and business value Communicate effectively with internal and external stakeholders, ensuring clarity on objectives and trade-offs Who You Are Minimum 5+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows Experience building enterprise Mobile Apps features/products will be required. Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes will be preferred. Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals Ability to identify the appropriate tools and techniques to accomplish objectives! Proven ability to take ownership of projects from ideation to execution. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

The Role Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies. Addepar is building solutions to support our clients' alternatives investment strategies. The alternatives data management product is a serverless, modular and terraformed stack. We're hiring a Senior Software Engineer to design, implement and deliver modern software solutions that ingest and process ML-extracted data. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience alternatives operations. You will work closely with operations engineering on document-based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving really hard technical, critically important problems, come join us! What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, achievements, and software releases. Collaborate with machine learning engineers to bring ML-extracted data into the backend stack of the application in Python or other languages. Collaborate with product managers and client teams on product requirements iterations, design feasibility and user feedback. Document software functionality, system design, and project plans; this includes clean, readable code with comments. Learn and promote engineering standard methodologies and principles. Who You Are Minimum 5+ years of professional software engineering experience In-depth knowledge of Java OR Python Experience with NoSQL databases Experience with serverless architecture IaC (infrastructure as code), preferably terraform Comfort working with product management on complex features Solutions-oriented, with exceptional analytical and problem solving skills Experience with AWS is a must. Experience with DynamoDB, OpenSearch/Elasticsearch Familiarity with writing, debugging, and optimizing SQL queries Knowledge of front end development a plus. Experience in finance OR wealth tech is a plus. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model)

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role We are currently seeking a Senior Software Engineer to join our Platform Services team! The Platform Services team works on distributed services that are used across the entire Addepar engineering stack. We write critical, performance sensitive code that the organization depends on when delivering customer-facing applications. As a member of the team you will be within a team of talented engineers and will design, implement, and roll out systems instrumental in Addepar's growth and global expansion. Our Areas Of Focus And Expertise Include Distributed systems (microservices, sharded computations) Interprocess messaging and coordination (Kafka, Zookeeper, service meshes like Istio) Observability (distributed tracing, logging, performance and application monitoring) Build systems, test systems, cloud-native deployment suites Who You Are 5+ years of backend software engineering experience Proficiency in object-oriented languages such as Java Proficiency with relational and non-relational datastores Proficiency in CI/CD, monitoring, and logging systems Expertise in any of the above technical requirements is a huge plus! Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role As a Manager of Product Analytics at Addepar, you will build and lead a team of analysts to drive product decisions and empower data-driven insights across the organization. You will leverage your team's advanced analytical skills to inform product and company initiatives. A key aspect of the role involves developing a deep understanding of Addepar's products and clients. What You’ll Do Team Leadership and Management: Coordinate activities of the product analytics team and be accountable for results. Guide and mentor analysts on technical skills, analytical methods, and career development while providing direct supervision. Foster a culture of continuous learning and knowledge sharing within the team. Manage the team's workload and allocate resources to meet goals and deadlines. Administer Addepar policies and practices that affect the team and recommend changes to team policies and practices. Collaboration and Communication: Work closely with product, engineering, and other business partners to understand their data needs for making informed product decisions. Present findings and recommendations to product/business partners, translating complex topics to technical and non-technical business users. Engage with internal managers and individual contributors, fostering collaboration and delivering presentations of technical information. Data Analysis and Insights: Oversee the analysis of complex datasets to identify key trends and patterns, driving the increase in product adoption. Guide the team in applying advanced analytics techniques to inform product roadmap decisions. Ensure the delivery of actionable insights that drive product and business outcomes. Enable self-service monitoring of key metrics through dashboards, documentation, and training. Strategic Contribution: Champion data-driven decision-making and work with leadership to align analytics insights with Addepar's broader business objectives. Identify ways to optimize resources to achieve goals and deadlines, offering guidance following established Addepar policies. Who You Are A minimum of 8+ years of related experience with a Bachelor's degree or equivalent. Prior experience in a product analytics role and leading or mentoring a team. Solid understanding of SQL, Python, and/or other analytics programming languages. Experience building reports and dashboards with BI tools such as Looker, Power BI, or Tableau. Experience with cloud data platforms such as Databricks, Snowflake, or GCP. You’ve worked to develop strong business and product sense/knowledge to complement your technical expertise in analytics. You are passionate about solving complex and/or difficult analytics problems at the heart of product development and business intelligence. Excellent communication, storytelling, and presentation skills. You’re able to navigate and translate complex topics for both technical engineers and non-technical business users. Readiness to learn new technologies and systems. Familiarity with the financial industry is a plus but not necessary. Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

The Design team at Addepar shapes the digital experiences of wealth managers, empowering them to grow their businesses and deliver best-in-class services to their clients through intuitive and easy-to-use products. Embracing an agile and high-growth mindset, we foster a client-centered work environment built on constructive feedback and strong collaboration. We are seeking an experienced Lead Product Designer to be a key driver in designing highly-intuitive user experiences for our Trading product. The ideal candidate is passionate about systematic design, scalable, streamlined workflows, and practical problem-solving. You enjoy diving into the details and untangling edge cases, all while understanding client wants and needs. As our first design team member based in India, you will report to our VP of Design, partnering with local teams to develop exceptional client experiences and streamline communication with teams in the U.K. and North America. This role requires a pragmatic approach, understanding when to be strategic and when to execute with agility in the context of building an early-stage product within a mature platform. What You’ll Do Lead the execution of projects from design through to final delivery, working closely within cross-functional agile teams to create elegant, intuitive, and cohesive product experiences for our users. Contribute strategically to product development, ensuring we are building the right solutions for our clients, in alignment with our product roadmap. Actively contribute to the evolution of our platform, ensuring that core trading workflows and user needs are seamlessly integrated and emphasized holistically. Partner closely with product management and engineering, advocating for user-centered design principles and implementation decisions. Manage multiple threads of workstreams simultaneously, addressing short-term design needs, and delivering value to users incrementally while making strides toward the long-term vision. Elevate Addepar’s product experience through exceptional interaction design, intuitive workflows, and effective data visualization, particularly for complex financial data. Apply user research findings and product metrics to inform design decisions, influence product prioritization, strategies, and roadmaps, ensuring data-driven decision-making. Collaborate effectively with engineering teams to ensure design feasibility and high-quality implementation. Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system, ensuring consistency and scalability across our products. Serve as our local design leader in India, building a culture of design thinking and user centricity, and partnering with design leadership peers in the U.K. and North America. Participate and lead local recruiting, hiring, and onboarding efforts as we look to expand our design team in India. Actively seek out and embrace feedback from peers and cross-functional partners. Provide constructive feedback, empower, and mentor other designers to foster growth and design excellence within the team. Who You Are Minimum 10+ years of relevant professional work experience. Experience designing digital experiences for complex financial applications. Passionate about systematic design, scalable information architecture, and streamlined workflows, with proven ability to leverage complex data visualization skills to create practical and effective problem-solving solutions for financial users. Proven track record of success in product design, interaction design, and UX design, with a strong understanding of user-centered design principles. A portfolio showcasing robust UI design, solid user-centered design practices, and strong prototyping skills. Experienced in crafting web products and user interfaces for enterprise users, with a focus on usability and efficiency. Excellent collaboration and communication skills, with the ability to articulate design rationale clearly and persuasively to diverse audiences. Willing to relocate or regularly travel to Pune to collaborate with cross-functional partners on product development projects. A self-starter and proactive teammate who thrives in a fast-paced, agile environment and enjoys working collaboratively. Meticulous with a keen eye for visual consistency and attention to detail. Deep expertise of working with Figma , our primary design tool. Experience in a B2B SaaS environment, particularly within the wealth management sector, is a significant advantage.

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role We are seeking a versatile Senior Recruiter to join our global recruiting team and assist in our hiring efforts for various technical and non-technical positions. In this role, you will work closely with recruiters and hiring managers to identify and connect with premier talent, ensuring a diverse pipeline of candidates for Addepar's open roles. You will have strong experience in end to end recruitment lifecycle and sourcing and screening talent through various channels including, LinkedIn Recruiter, Greenhouse, social media, and open-source communities. If you're motivated, resourceful, and thrive in a fast-paced environment, we would love to hear from you. What You’ll Do Collaborate with hiring managers, recruiters, and sourcers to understand the hiring needs and job requirements for product, engineering, sales, data operations and services teams Provide innovative and scalable sourcing solutions to help drive a pipeline of talent to meet our hiring needs Leverage Greenhouse, LinkedIn, and other channels to source passive and active candidates at all levels (intern to senior) End to end recruiting experience right from getting the requirement upto getting the candidate onboarded. Maintain accurate and up-to-date data in the ATS, ensuring data integrity and compliance with internal processes and guidelines Partner with recruiters and coordinators to schedule interviews Stay up to date with industry trends, market insights, and talent acquisition best practices, sharing knowledge and recommendations with the recruiting team Who You Are Minimum 8+ years of recruiting experience with strong experience in end to end recruiting lifecycle Previous experience recruiting for technical and non-technical roles on a global scale with a focus on APAC (primarily India) You have a passion for connecting with professionals, and aligning them to jobs that fit their experience and motivation Have the ability to build deep relationships with candidates, hiring managers, and the broader recruiting team Excellent organizational skills, with the ability to manage multiple priorities at once, and meet deadlines in a fast-paced environment You enjoy solving problems, and have the ability to think creatively to identify top-tier talent You have deep knowledge of the regional and global talent market for technology and non-tech roles, along with the employment laws and regulations You know how to use data and market intelligence to influence the overall hiring strategy Must have experience with using modern ATS such as Greenhouse and other recruiting tools and sources Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

The Role We’re hiring a Software Engineer to be a part of a team which will deliver these groundbreaking software solutions. In this role, you will collaborate closely with cross-functional teams, including data scientists and product managers, to build intuitive solutions that transform how clients experience AI and ML in the application and elevate their interaction with financial data. Come join us! What You’ll Do Design and deliver secure, event-driven AI applications that provide responsive, impactful chat experiences powered by LLMs. Implement and maintain engineering solutions by writing well-designed, testable code. Build scalable and resilient systems with a focus on safety, privacy, and real-time performance. Document software functionality, system design, and project plans; this includes clean, readable code with comments. Collaborate across Addepar with product teams and other stakeholders to deliver seamless, AI-powered client experiences. Who You Are Proficient with Python, Java or similar Experience with AWS, Azure or GCP cloud deployment Experience with streaming data platforms and event driven architecture Ability to write software to process, aggregate, and compute on top of large amounts of data in an efficient way. Engage with all levels of collaborators on a technical level. A strong ownership mentality and strive to take on the most important problems. Knowledge of front end development is a plus.

The Role We are currently seeking an experienced Backend Software Engineer with a strong Java background to join Addepar in our Partner Platform team! We are building out a new platform from scratch which will enable third parties to simply and safely engage with Addepar at scale. This team is passionate about handling large volumes of data and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, have extensive experience with Java and related technologies, or are just interested in tackling complicated technical, critically important problems, join us! What You’ll Do Work in partnership with engineering partners and other platform users to identify requirements and priorities, and map out solutions for challenging technology and workflow problems. Design, develop, and deploy high-quality Java applications that integrate with various data sources and services. Build technical skills in a high-performing team of engineers in India who can design, develop, and deploy Java-based solutions with a focus on backend services and APIs, and help other teams at Addepar build on top of the Addepar platform. Lay a solid foundation of the software architecture for the team in system design and code development with a strong focus on Java and related technologies. Who You Are B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience). 4+ years of software engineering experience. Expert-level proficiency in backend development, with a focus on Java. Good experience on AWS or any other cloud platform. Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures. A strong ownership mentality and drive to solve the most important problems. Passion for implementing standard processes with a bias toward smart automation. A rapid learner with robust analytical and problem-solving abilities. Comfortable working in a cloud context, with automated infrastructure and service-oriented architecture. Experience with Java, Spring Boot, RESTful APIs, and related technologies is preferred. Practical knowledge of agile practices with an outlook that prioritizes experimentation and iteration combined with an ability to guide teams toward activities and processes that facilitate optimal outcomes.

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. 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. 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 existing experience in the investment domain Who You Are Minimum 3+ 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 experience with SQL 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 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. Experience in data analysis workflows and tools Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. 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. 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 3-10 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 SalesforceWilling to work flexible hours Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role We are currently seeking an experienced Backend Software Engineer with a strong Java background to join Addepar in our Partner Platform team! We are building out a new platform from scratch which will enable third parties to simply and safely engage with Addepar at scale. This team is passionate about handling large volumes of data and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, have extensive experience with Java and related technologies, or are just interested in tackling complicated technical, critically important problems, join us! What You’ll Do Work in partnership with engineering partners and other platform users to identify requirements and priorities, and map out solutions for challenging technology and workflow problems. Design, develop, and deploy high-quality Java applications that integrate with various data sources and services. Build technical skills in a high-performing team of engineers in India who can design, develop, and deploy Java-based solutions with a focus on backend services and APIs, and help other teams at Addepar build on top of the Addepar platform. Lay a solid foundation of the software architecture for the team in system design and code development with a strong focus on Java and related technologies. Who You Are B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience). 4+ years of software engineering experience. Expert-level proficiency in backend development, with a focus on Java. Good experience on AWS or any other cloud platform. Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures. A strong ownership mentality and drive to solve the most important problems. Passion for implementing standard processes with a bias toward smart automation. A rapid learner with robust analytical and problem-solving abilities. Comfortable working in a cloud context, with automated infrastructure and service-oriented architecture. Experience with Java, Spring Boot, RESTful APIs, and related technologies is preferred. Practical knowledge of agile practices with an outlook that prioritizes experimentation and iteration combined with an ability to guide teams toward activities and processes that facilitate optimal outcomes. Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

The Role We are currently seeking a Market Data Operations Lead. This role is based in Addepar’s office in Pune, India. The Market Data Operations team is responsible for ensuring Addepar's clients have timely and accurate data to make investment decisions. This will include leading all aspects of the processing of market data feeds, ensuring data quality through verification checks, and collaborating with our engineers. As Addepar launches new products to cover the entire investment process including security / market data operations, trading, and an investment book of record, the Data Operations team will take on the responsibility to handle all aspects of the operations process. The Market Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. What You’ll Do Pioneer the Market Data Operations function and establish a team of world-class analysts. Design procedures for internal verification checks, ensuring market data integrity and availability within SLAs. Develop and complete quality assurance tests for market data product features and integrations. Manage market data pipeline workflows and client inquiries regarding benchmarks, FX rates, and general security reference data. Work with Product and Engineering teams to acquire, validate, and update related referential security data for all asset classes supported by Addepar. Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities Lead the team to accomplish goals that are aligned with the organization’s business and culture objectives and hold self and everyone accountable for meeting expectations Collaborate with leads of different teams on new data related initiatives, product offerings and technology transformation/automation initiatives. Who You Are Minimum 12+ years experience at a financial services or financial data organization. Need experience managing medium size teams. Deep knowledge and experience within the Investment Management or Wealth Management industry required. Strong experience building client sensitive and business critical operational processes with clear client SLA and operational KPIs. Proven track record of leading teams and excelling in a forward-thinking fast paced environment enabling decisions to achieve the desired results in the shortest amount of time. Possess good knowledge on trade processing, NAV review, corporate actions, income processing, security valuation, financial reports, production, query handling, and other ad-hoc reporting for funds. Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role We’re hiring a Software Engineer to be a part of a team which will deliver these groundbreaking software solutions. In this role, you will collaborate closely with cross-functional teams, including data scientists and product managers, to build intuitive solutions that transform how clients experience AI and ML in the application and elevate their interaction with financial data. Come join us! What You’ll Do Design and deliver secure, event-driven AI applications that provide responsive, impactful chat experiences powered by LLMs. Implement and maintain engineering solutions by writing well-designed, testable code. Build scalable and resilient systems with a focus on safety, privacy, and real-time performance. Document software functionality, system design, and project plans; this includes clean, readable code with comments. Collaborate across Addepar with product teams and other stakeholders to deliver seamless, AI-powered client experiences. Who You Are Proficient with Python, Java or similar Experience with AWS, Azure or GCP cloud deployment Experience with streaming data platforms and event driven architecture Ability to write software to process, aggregate, and compute on top of large amounts of data in an efficient way. Engage with all levels of collaborators on a technical level. A strong ownership mentality and strive to take on the most important problems. Knowledge of front end development is a plus. Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. 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’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 Understands financial markets and has experience with financial products and 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 P.S. 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 Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role Market Data Operations focuses on public markets Investment Data. The team collects and validates information on equities, bonds, funds and derivatives. This data is used for our wealth management platform reaching over 1000 firms globally and over 100,000 users. We are currently seeking a Market Data Operations Analyst to join our growing presence in Pune. This role will be dedicated to ensuring Addepar's clients have timely and accurate data to make investment decisions. What You Will Do Daily data quality validations on pricing, fundamental and corporate action data Investigate and Resolve exceptions on a variety of data assets, including reference data, pricing data, corporate actions, fund data and fx data Research data quality issues, identify resolutions and updating systems as needed Explore new datasets and analytics based on new data sources Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency. Investigate and troubleshoot market data pipeline processing exceptions Collaborate with third-party vendors to triage and swiftly resolve issues Who You Are Minimum 2+ years of relevant work experience in the financial investment/advisory industry with deep knowledge of capital markets. Asset Reference Data- Understanding of various type financial instruments- Equities, Fixed Income, Derivatives and Currencies Corporate Action - Monitor, research and interpret different events impacting the asset Understanding of pricing process and familiarity with Pricing data vendors Technical skills preferred - Proficiency with SQL queries highly preferred , Data mining projects or Knowing Databricks application are an added advantage. Excellent interpersonal skills and strong self-motivation needed to work efficiently in a global team Experience in the financial investment/advisory industry with capital markets Experience with ICE Data Feeds and Eikon/Refinitiv Workspace and similar data platforms is highly preferred Flexible to work in various shifts if required. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role We are currently seeking a Market Data Operations Lead. This role is based in Addepar’s office in Pune, India. The Market Data Operations team is responsible for ensuring Addepar's clients have timely and accurate data to make investment decisions. This will include leading all aspects of the processing of market data feeds, ensuring data quality through verification checks, and collaborating with our engineers. As Addepar launches new products to cover the entire investment process including security / market data operations, trading, and an investment book of record, the Data Operations team will take on the responsibility to handle all aspects of the operations process. The Market Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. What You’ll Do Pioneer the Market Data Operations function and establish a team of world-class analysts. Design procedures for internal verification checks, ensuring market data integrity and availability within SLAs. Develop and complete quality assurance tests for market data product features and integrations. Manage market data pipeline workflows and client inquiries regarding benchmarks, FX rates, and general security reference data. Work with Product and Engineering teams to acquire, validate, and update related referential security data for all asset classes supported by Addepar. Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities Lead the team to accomplish goals that are aligned with the organization’s business and culture objectives and hold self and everyone accountable for meeting expectations Collaborate with leads of different teams on new data related initiatives, product offerings and technology transformation/automation initiatives. Who You Are Minimum 12+ years experience at a financial services or financial data organization. Need experience managing medium size teams. Deep knowledge and experience within the Investment Management or Wealth Management industry required. Strong experience building client sensitive and business critical operational processes with clear client SLA and operational KPIs. Proven track record of leading teams and excelling in a forward-thinking fast paced environment enabling decisions to achieve the desired results in the shortest amount of time. Possess good knowledge on trade processing, NAV review, corporate actions, income processing, security valuation, financial reports, production, query handling, and other ad-hoc reporting for funds. Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications. Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role Be at the forefront of building the modern data platform at Addepar! Addepar is hiring a hands-on staff engineer who will bring technical vision to build the core infrastructure and toolings for the modern data platform of Addepar. What You’ll Do Work in partnership with engineering partners and other platform users to identify requirements and priorities, and map out solutions for challenging technology and workflow problems Make Addepar’s Data Lakehouse the central financial data hub by establishing integrations with various data sources Act as a technical lead for a high-performing team of engineers in India who can design, develop, and deploy data Lakehouse solutions with a focus on infrastructure and data tooling and integrations, and help other teams at Addepar build on top of the Addepar Data Lakehouse. Lay a solid foundation of the software architecture for the team in system design and code development Who You Are Minimum 9+ years of relevant work experience in data platform development and management, with a strong foundation in data engineering, cloud infrastructure and platform toolings for internal teams A confident and positive outlook with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills Comfortable working in a cloud context, with automated infrastructure and service-oriented architecture A product and customer oriented mindset Our engineering stack has PySpark on Databricks for data engineering, terraform for infrastructure, streamlit for light-weight tooling apps; while experience in these technologies is preferred, there is flexibility to cross-train if coming from another similar context. Experience with Java or Python will be required. Practical knowledge of agile practices with an outlook that prioritises experimentation and iteration combined with an ability to guide teams toward activities and processes that facilitate optimal outcomes Experience with AWS will be highly preferred. Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 “interviews,” 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. Show more Show less