Addepar

Develop and maintain scalable automation frameworks to improve developer productivity and software quality, integrating automation into CI/CD workflows and modernizing legacy systems. | Strong programming skills in Python, Java, or JavaScript, hands-on experience with CI/CD pipelines and build automation tools, deep understanding of service integration, contract, and system reliability testing, and U.S. work authorization. | Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking a highly skilled Sr. Automation Engineer to drive the development and optimization of automation solutions that enhance developer productivity, improve software quality, and reduce technical debt. This role focuses on implementing scalable frameworks, and enabling teams to achieve operational excellence through technical innovation. The ideal candidate is passionate about empowering developers, improving engineering efficiency, leveraging data-driven insights, and fostering a culture of continuous improvement. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $126,000 - $197,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Technical Leadership and Innovation: Develop, and maintain scalable automation frameworks and tools Lead technical efforts to support both developer enablement and quality assurance needs Provide expertise in designing and optimizing automation systems for maintainability, scalability, and performance Developer Enablement: Build and deploy automation solutions that streamline the SDLC, including tools for test data generation, environment setup, and deployment pipelines Integrate automation into CI/CD workflows to deliver rapid feedback and seamless deployments Drive the adoption of developer-first tools to minimize friction and accelerate development processes Implement and manage centralized software catalogs to improve discoverability, compliance, and reuse of automation tools and services Technical Debt Reduction and Modernization: Identify and address technical debt in automation frameworks and infrastructure Modernize legacy systems and align them with modern tools and methodologies Evaluate emerging technologies to continuously improve developer and quality enablement capabilities Quality Assurance and Metrics: Implement robust test automation strategies to ensure reliable and consistent quality across releases Ensure comprehensive testing coverage, focusing on functional, integration, and end-to-end tests with an emphasis on SOA and microservices Track and improve delivery performance metrics, such as DORA metrics (deployment frequency, lead time for changes, change failure rate, and mean time to recovery) Collaboration and Cross-Team Alignment: Partner with engineering, DevOps, and architecture teams to align automation strategies with organizational goals Collaborate on service integration testing, contract testing, and system-level quality initiatives Advocate for best practices and provide technical leadership in automation priorities across teams Who You Are Expertise in designing and implementing automation frameworks Strong programming skills in languages such as Python, Java, or JavaScript, emphasizing maintainable and scalable code Hands-on experience with CI/CD pipelines, and build automation tools (e.g., Jenkins, GitHub Actions, Terraform) Deep understanding of service integration testing, contract testing, and system reliability testing Demonstrated success in improving DORA metrics across engineering teams Preferred Qualifications: Experience with cloud-native technologies and platforms (e.g., AWS). Familiarity with developer tooling and software cataloging tools and practices (e.g., Backstage, SonarQube, IDE plugin development). Expertise in pipeline technologies, including CI/CD orchestration, artifact management, and automated rollbacks (e.g., Jenkins, GitHub Actions, ArgoCD, Artifactory). Proficiency with build tools and dependency management systems (e.g., Maven, Gradle, Bazel, npm, Yarn). Experience with containerization and orchestration tools (e.g., Docker, Kubernetes). Strong understanding of Agile and DevOps principles. 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 ta-operations@addepar.com.

Lead and manage the Partner Platform engineering team to build scalable, efficient software solutions enabling third-party integrations and client implementations. | 5+ years engineering experience with 2+ years managing teams, strong problem-solving, ownership mentality, and experience with data processing or partner integrations. | Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role We are seeking an experienced and highly motivated Senior Engineering Manager to lead the global Partner Platform Team, an emerging yet critical component of the Addepar Platform and client solution. The Addepar Platform couples a comprehensive data fabric that provides a single source of truth for our product set and open integrations with a deeply flexible and customizable product set, calculation engine and overall powerful experience tailored to our users needs. The Partner Platform team cuts across all aspects of The Addepar Platform to provide capabilities and workflows that enable third parties to simply and safely engage with Addepar at scale. Optimizing those interactions and providing the foundation for Addepar to foster a rich and thriving network of partners empowering our clients with everything from implementation services to align the platform to specific client needs, to technical integrations which expand our capabilities and seamlessly pair our capabilities with other market leading products. 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 craft guided, simple user and partner workflows that create maximum scale and efficiency for our Services Partners and hence our Clients, ensuring the quality they have come to expect. We build platforms to enable deep technical integrations that expand the Addepar offering. Partner Platform engineers are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. They choose the best tools to solve for key partner enablers and are not limited in scope by the products or data workflows that exist today, cutting across the stack to deliver complete solutions. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $186,000 - $290,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do • With the guidance of senior leadership and a dedicated Product Manager, execute a broad mandate that cuts across technology stacks to deliver a truly transformative Partner Platform, a key enabler for Addepar’s continued growth • Build a software product and platform to accelerate and improve the efficiency of Addepar led and 3rd party led client implementations • Collaborate effectively with product managers, designers, engineers and partners • Drive the technical direction in close alignment with your product counterparts, engineering peers and team members • Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet internal, client and partner requirements on time • Lead the architecture, implementation, and maintenance of engineering solutions to solve complex problems; ensuring scalable solutions and low KTLO cost • Lead individual project priorities, deadlines, and solutions • Communicate technical ideas and set direction on projects with a focus on solving business challenges • Work with Product to develop and maintain efficient process controls and accurate metrics that inform our direction with respect to Partner scale and efficiency • Work in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement Who You Are • 2+ years of proven experience leading engineering teams, 5+ years of professional engineering experience • A computer science degree or equivalent experience • Strong problem-solving and decision-making skills • A strong ownership mentality and drive to solve the most important problems • Passion for implementing standard processes with a bias toward smart automation • Proven ability to collaborate with and mentor other engineers • Experience in any of the following specific areas is a plus: • Data processing and analysis using SQL, PySpark, or similar frameworks • Orchestrating multi-part complex user workflows across products, interfaces or data management tools • Working with 3rd party partners / providers / consumers to understand challenges and identify solutions 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.

Provide first-line client support for Addepar’s trading and portfolio management products, troubleshoot issues, perform root cause analysis, and collaborate with internal teams to ensure client satisfaction. | 1+ years client-facing experience, familiarity with trading workflows or financial instruments, strong analytical and communication skills, and ability to work in a fast-paced environment. | Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role Support Analysts are critical to empowering some of the world’s most sophisticated investors by helping them navigate and maximise the capabilities of Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. They serve as the first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations. Our ideal candidate is a proactive problem solver who delivers thoughtful solutions and exceptional client experiences. They excel in coordinating and collaborating with internal teams, possess strong technical and financial acumen, and thrive on building relationships through direct client interactions. What You’ll Do • Identify, respond to, and resolve issues and questions raised by Addepar’s clients • Provide hands-on support to our clients to ensure their ongoing happiness • Work in complex data sets to identify and resolve data and calculation discrepancies • Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve • Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues • Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction • Help clients use Addepar to the greatest extent through both functional and conceptual instruction • Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line • Become an expert on all things Addepar Who You Are • Familiarity with trading workflows, portfolio management, or financial instruments • Ideally you'll have a Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience • Superior communication, organisational, and time-management skills • Proficiency in math and strong analytical skills • Passion for problem-solving and continuous learning • Interest in leveraging technology to solve complex financial challenges • 1+ years of relevant experience in a client-facing role • Ability to thrive in a fast-paced, collaborative environment with changing priorities • [Plus] Previous experience in investment management or with Order Management Systems (OMS) 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.

Manage and support the Data Import Tool including researching and defining new features, providing last-resort support, and validating new enhancements. | 3+ years product management or relevant domain experience, strong communication skills, ability to partner with engineering on technical requirements, multitasking project management, problem solving, and passion for finance and technology. | Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role In this role, you will be responsible for the Data Import Tool. This tool is the primary way clients and partners push data into Addepar. Clients work in a spreadsheet to manage the data, and then upload it to Addepar via the import Excel add-in. Data imports include transactions, positions, attributes, and even firm administrative tasks like creating users and groups. You will also play a supporting role in the development and roll out of the new notifications workflow, the new file management center and the workflow control pane. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $70,000 - $110,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do • Possess a deep understanding of import tool in terms of its users, business value, technical landscape, and how it relates to other areas of the larger Addepar system. • Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers. • Run last-resort support for import tool questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times. • Perform correctness testing on new import tool enhancements, including thorough validation of different combinations of import options and layering intersecting functionality. Who You Are • 3+ years of product management experience or relevant domain-specific experience • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders • Ability to partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, and the ability to write and review technical requirements documents • Proven ability to plan, design, and manage numerous projects simultaneously • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality • Passion for the finance and technology space • Experience working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration 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.

Manage and support the Data Import Tool by researching, defining new functionality, providing last-resort support, and validating enhancements. | 3+ years product management or relevant domain experience, strong communication skills, ability to partner with engineering on technical requirements, project management skills, and a passion for finance and technology. | Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role In this role, you will be responsible for the Data Import Tool. This tool is the primary way clients and partners push data into Addepar. Clients work in a spreadsheet to manage the data, and then upload it to Addepar via the import Excel add-in. Data imports include transactions, positions, attributes, and even firm administrative tasks like creating users and groups. You will also play a supporting role in the development and roll out of the new notifications workflow, the new file management center and the workflow control pane. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $70,000 - $110,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do • Possess a deep understanding of import tool in terms of its users, business value, technical landscape, and how it relates to other areas of the larger Addepar system. • Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers. • Run last-resort support for import tool questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times. • Perform correctness testing on new import tool enhancements, including thorough validation of different combinations of import options and layering intersecting functionality. Who You Are • 3+ years of product management experience or relevant domain-specific experience • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders • Ability to partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, and the ability to write and review technical requirements documents • Proven ability to plan, design, and manage numerous projects simultaneously • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality • Passion for the finance and technology space • Experience working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration 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.