Portfolio Data Engineer

1 Day ago • All levels

Job Summary

Job Description

As a Portfolio Data Engineer at Addepar, you will be part of the Data Engineering team. Your primary responsibilities include building and maintaining the transformation and cleaning steps of the ETL (Extract, Transform, Load) pipeline. You will write code, design pipeline architecture, build pipelines for data ingestion, analysis, and enrichment, and work with data analysts to map financial concepts to internal data models. The role requires you to improve existing pipelines, understand data models, and use investigative tools to identify data issues. This role is crucial for growing and serving Addepar’s client base by minimizing manual data cleaning efforts.
Must have:
  • Prior Data Engineering experience, preferably in Financial Services
  • Degree in computer science, engineering, mathematics or related field
  • Experience with object-oriented programming
  • Familiarity with Python, Apache Spark, Java/Spring, AWS, SQL, databases
  • Understanding of data structures and algorithms
Good to have:
  • Interest in data modeling, visualization, and ETL pipelines
  • Knowledge of financial concepts (e.g., stocks, bonds, etc.)

Job Details

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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

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

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 standardised 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.

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 preferred
  • 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, visualisation, 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.

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