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Full-Time

Portfolio Data Engineer

Confirmed live in the last 24 hours

Addepar

Addepar

501-1,000 employees

Investment management software for financial professionals

Fintech
Enterprise Software
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, allowing users to make informed investment decisions. It enables users to align portfolios with specific targets, model asset allocations, and test hypothetical performance across various scenarios, including managing 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 and 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

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

11%

2 year growth

30%
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Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

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