Job Description
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 and São Paulo.
The Role
At Addepar, we are looking for an experienced Automation Specialist-Operations to design, develop, and deploy enterprise-grade robotic process automations. The role is ideal for a UiPath expert who can operate independently, deliver high-quality solutions, and collaborate effectively with internal product, engineering and operations teams.
What You’ll Do:-
Process Assessment & Solution Design
Review business requirements and assess automation feasibility.
Define and document the automation solution design (PDD / SDD).
Identify reusable components and develop modular solutions.
Develop custom activities using UiPath SDK
Development & Testing
Develop, debug and test workflows using UiPath Studio / Orchestrator.
Implement robust exception handling, logging, alerting and configuration management.
Conduct UAT with business stakeholders and incorporate feedback.
Deployment & Handover
Package and deploy automations to UiPath Orchestrator (dev, test, prod) in a secure and maintainable manner
Prepare documentation and handover materials for internal support teams.
Provide knowledge transfer and brief training sessions as needed.
Optimization & Support
Monitor bot performance and handle stabilization post-deployment.
Recommend and implement performance improvements.
Who You Are:-
Technical Skills required:
4-8 years of relevant experience in similar area.
3+ years hands-on UiPath experience
UiPath Advanced RPA Developer (UiARD) certification (Preferred)
Prior experience of developing of automation in finance, data operations, or enterprise automation domains
Strong proficiency in UiPath - Studio, Orchestrator, Assistant, Unattended Bots and Attended Bots
Hands-on with REFramework and custom library development
Experience with REST APIs, Excel, email automation, file I/O, integration with cloud services (preferably AWS services), JSON/XML data formats
Exposure to Document Understanding, AI Center, and attended/unattended bots
Basic scripting: VB.NET / C# / Python
Source control: DevOps -like CI/CD, GitHub
LLMs, Claude, BI and Analytics (is preferred)
Familiarity with web automation scenarios,
Soft Skills:
Strong analytical and problem-solving mindset
Self-driven and able to deliver with minimal supervision
Able to work with cross-functional teams (Operations, Engineering, Product, QA)
Clear communicator with good documentation discipline
Collaborative approach with cross-functional teams
Performance Expectations/Metrics
Delivery of automation processes per agreed milestones and quality standards
Code quality and stability (defects or incidents post-deployment)
Reusability and maintainability of code
Timely reporting of progress and blockers
Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)
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.