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Salary
$128k – $278k per year (Estimated)
Location
In office (Edinburgh)
Seniority
Staff
Overview
Company
Impact
Profile match
Addepar is a global data and AI company that provides technology for the wealth management and investment industries. Its platform consolidates portfolio, market, and client data to help financial professionals analyze investments, manage risk, create reports, and make informed decisions. Addepar serves family offices, wealth managers, private banks, broker-dealers, and institutions across more than 60 countries.

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. 

The Role

We are currently seeking a Staff Software Engineer with AI/ML background to join our Reference Data team.

The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio.

As an engineer on the team you will partner with product teams at Addepar to understand their business needs. The team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly.

You will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

  • Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity
  • Architect, build, and productionize core components of our AI platform - including:
    • LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.)
    • Agentic frameworks
    • Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use
  • Enforce technical discipline and operational excellence for all of our AI products
  • Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement
  • Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry
  • Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly
  • Collaborate closely with our engineering leads to define and implement our platform architecture to meet Addepar’s growth and scalability needs 
  • Evaluate and drive strategic business and technology decisions for the company and for customers
  • Be a technical thought leader in multiple areas who educates and shares best practices. Your contributions deliver strategic and prescriptive guidance

Who You Are

  • B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)
  • Extensive software engineering experience
  • Proven track record of owning and shipping complex, production-grade systems.
  • Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI
  • Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team
  • A strong bias for action, with a passion for shipping rapidly and iterating with feedback
  • BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience
  • [Preferred] Specific experience with LLMs and agentic systems
  • [Preferred] Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow
  • [Preferred] Advanced understanding of the probabilistic systems underpinning modern LLMs
  • [Preferred] Experience building AI products in highly accuracy-sensitive domains such as finance is a plus

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 [email protected].

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