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
You’ll help Product Operations leverage AI to change how we manage information and take action. You will improve our ability to measure our impact in accelerating the building of features, products, and solutions. This will lead to better, scaled customer experiences.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
Improve how a Global Organization identifies customer problems, creates, commercializes and operates AI, Data, and Software solutions.
Work with stakeholders to design Initiatives and Projects that you will own.
Design SMART goals and associated metrics.
Improve Product lifecycle and Software development practices.
Work with Financial Products
Stocks, Bonds, Mutual Funds, Alternative Investments
Improve how we serve our Customer Segments
Wealth Management Firms
Enterprises / Large Banks
Institutional Investors
Who You Are
While it’s helpful to know Financial Services, and more specifically Wealth Management, it isn’t required. You must be willing to learn all aspects of our business, financial products, product development, and business strategy.
You’re a problem solver with an experimentation mindset. You’ve proven an ability to learn rapidly and you have a desire to teach others. The proof could be a Graduate Degree in a technical or research discipline, having worked as a Consultant, or having a couple of years of experience as a Data Analyst or Software Engineer, working with customers or internal stakeholders using data to understand what’s happening. The important thing isn't the job title, it’s your mindset.
Must Haves
Analytical and Problem solving mindset
Comfortable interacting with stakeholders to decompose abstract problems into experiments
SQL expertise
Prior Software or Data Engineering experience
Nice to Haves
Consulting Experience
Proficiency with Ai Tools (specifically Claude), Experience using ML/Ai techniques.
Proficiency in Python and / or Javascript.
Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.
Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.
Computer Science, Operations Research, Economics, Statistics, or similar engineering background
Experience in Financial Services and especially in Wealth Management
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.