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Sr. Portfolio Data Engineer

Make smarter investment decisions and drive greater outcomes for the portfolios in your care.

Addepar

Employee count: 501-1000

Salary: 120k-188k USD

United States only

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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, Dubai, and Geneva.

The Role

We’re looking for a Portfolio Data Engineer to join our Data Engineering team in the US.

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 standardized 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.

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 $120,000 - $188,000 + 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

  • 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

  • Prior Data Engineering experience, preferably in Financial Services.
  • A degree in computer science, engineering, mathematics or a related technical field
  • Experience with object-oriented programming
  • General familiarity with some of the technologies we use:
    • Python, Apache Spark / PySpark, Java/Spring
    • Amazon Web Services
    • SQL, relational databases
  • Understanding of data structures and algorithms
  • Interest in data modeling, visualization, and ETL pipelines
  • 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.

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.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Senior

Salary

Salary: 120k-188k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Addepar

Learn more about Addepar and their company culture.

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Make smarter investment decisions and drive greater outcomes for the portfolios in your care. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments.

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

We're driven by 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.

Employee benefits

Learn about the employee benefits and perks provided at Addepar.

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Equity Ownership

Addepar offers equity options to instill a sense of ownership and pride, aligning employee growth with the company's success.

Wellness Allowance

A monthly wellness allowance is provided to keep Addepar's employees healthy and happy, contributing to their overall well-being.

Healthcare Package

Addepar's benefits packages are competitive, including comprehensive medical, dental, and vision benefits to ensure employees' well-being.

Learning & Dev Budget

Addepar is committed to the continued growth and development of its team, offering a learning and development allowance for personal and professional advancement.

View Addepar's employee benefits
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