Portfolio Data Engineer

Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

As part of our continued growth, we’re establishing a presence in Edinburgh. We’re looking for a Portfolio Data Engineer to join our Data Engineering team.

A core part of Addepar’s business relies on us being able to quickly and correctly ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input.  The data engineers on the Portfolio Data Engineering team help build and maintain the transformation and cleaning steps of our ETL (Extract, Transform, Load) pipeline before it can be stored and accessed by our customers in a standardised fashion. As a data engineer on this team, you’ll be building components within the ETL pipeline that automate these cleaning and transformation steps. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our broader data infrastructure.

This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual data cleaning effort required from our clients or from our internal data operations team.

What You’ll Do

• Write code and design pipeline architecture.
• Build pipelines that support the ingestion, analysis, and enrichment of financial data.
• Improve the existing pipeline to increase the throughput and accuracy of data.
• Work with data analysts to map general financial concepts to our internal data models in a repeatable and precise fashion.
• Understand data models and schemas, and work with other engineering staff to recommend extensions and changes.
• Use investigative tools and database queries to automatically flag irreconcilable data within our production datasets.

Who You Are

• A degree in computer science, engineering, mathematics or a related technical field
• Experience with object-oriented programming preferred (we use Java)
• Understanding of data structures and algorithms
• Interest in data modeling, visualisation, and ETL pipelines
• Knowledge of SQL or relational database concepts encouraged but not necessary
• Knowledge of financial concepts (e.g., stocks, bonds, etc.) is encouraged 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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

Unfortunately, at this time we cannot accept Colorado applicants.