Senior Portfolio Data Engineer, Addepar

$120-188k

+ Bonus and Equity. Salary given is for Colorado, California, and New York and may vary by location,

SQL

AWS

Python

Java

Spark

Spring

Senior and Expert level

Remote from US

Addepar is a software and data platform for even the most complex investment portfolios.

Job no longer available

Addepar is a software and data platform for even the most complex investment portfolios.

1001+ employees

FintechB2BInvestingSaaS

Job no longer available

$120-188k

+ Bonus and Equity. Salary given is for Colorado, California, and New York and may vary by location,

SQL

AWS

Python

Java

Spark

Spring

Senior and Expert level

Remote from US

1001+ employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

Role

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

What the job involves

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

Our take

Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyse and visualise the data they need.

Addepar currently tracks around $6 trillion of assets serving over 800 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.

The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (3.9)

Company

Funding (last 2 of 8 rounds)

May 2025

$230m

SERIES G

Nov 2021

$130m

LATE VC

Total funding: $872.8m

Company 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
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Midtown East, New York, NY

Leadership

Joe Lonsdale

(Founder & Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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