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 So Paulo.
The Role
As a Field Engineer you will embed directly with clients to architect and build mission-critical integrations, automations, and data solutions. Operating at the intersection of engineering and client success, you will serve as Addepar's technical vanguard - translating complex business requirements into production-grade systems while driving onboarding efficiency and operational scale. You will be the technical expert across Addepar's full solution suite - from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling - solving our clients' most challenging problems. This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems.
What Youll Do
- Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar's APIs, ADX (Databricks), and modern engineering tools
- Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale
- Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges
- Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics
- Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery
- Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling
- Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success
- Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap
- Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team
- Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams
- Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion
- Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value
Who You Are
- Minimum 2+ years of experience in software engineering, data engineering, or forward-deployed technical roles
- Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines
- Strong understanding of REST APIs, authentication patterns, and integration architecture
- Hands-on experience with Databricks, Spark, and distributed data processing frameworks
- Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases
- Experience designing and implementing ETL/ELT pipelines for complex data transformations
- Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions
- Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios
- Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action
- Outstanding communication skills with the ability to translate technical concepts for non-technical audiences
- Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards
- Experience with version control (Git), CI/CD pipelines, and modern software development practices
- Independent, adaptable, and entrepreneurial mindset with a passion for client impact
- Strong work ethic, proactive approach, and high contributing teammate
Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)
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.
