Addepar

Staff Software Engineer - Portfolio Experience

United States

$150,000 – $234,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Data ServicesIndustries

Senior Backend Software Engineer - Portfolio Experience

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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

We're seeking a Senior Backend Software Engineer for our Portfolio Experience team. In this role, you'll be at the forefront of maintaining and evolving critical API services that power our financial data ecosystem, while helping to modernize our architecture. You'll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and establish processes for maintaining core functionality for our platform at scale. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $150,000 - $234,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Contribute to our long-term vision for achieving a modern, service-based architecture
  • Be part of a high-performing, cross-functional team, with a dedication to remote-first working
  • Help define ownership standards and processes around our critical services powering the future of wealth management
  • Contribute to architecture designs, product roadmaps, and code reviews.
  • Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values
  • Mentor and set the bar for one of the most impactful teams working in the core of Addepar

Who You Are

  • 8+ years building backend services in a professional environment
  • Understanding of REST, service-based architecture, and distributed systems
  • Experience building services with Java, Mysql, Elasticsearch, and AWS
  • Excellent written and verbal communication skills.
  • Demonstrated commitment to the best software development practices
  • Interest or experience in the financial industry or wealth management in particular

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 accommodations.

Skills

Backend Software Engineering
API Services
Financial Data
Architecture Modernization
Scalable Solutions
Technical Leadership

Addepar

Investment management software for financial professionals

About Addepar

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.

Mountain View, CaliforniaHeadquarters
2009Year Founded
$625.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

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

Risks

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.

Differentiation

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.

Upsides

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.

Land your dream remote job 3x faster with AI