Full-Time

Portfolio Data Engineer

Posted on 8/9/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Junior, Mid

Edinburgh, UK

Category
Data Engineering
Data & Analytics
Required Skills
Python
SQL
Requirements
  • 1-3 years of professional data engineering/analysis experience
  • Experience with object-oriented programming (we use PySpark/Python)
  • Knowledge of SQL or relational database concepts
  • Experience in data modelling, visualisation, and ETL pipelines
  • Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
  • Passion for the world of FinTech and solving previously intractable problems at the heart of investment management
Responsibilities
  • Complete individual project priorities, deadlines, and solutions.
  • Build pipelines that support the ingestion, analysis, and enrichment of financial data in partnership with business data analysts
  • Improve the existing pipeline to increase the throughput and accuracy of data
  • Develop and maintain efficient process controls and accurate metrics to ensure quality standards and organisational expectations are met
  • Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency
  • Identify areas of automation opportunities and implement improvements
  • Understand data models and schemas, and work with other engineering teams to recommend extensions and changes

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

INACTIVE