Senior Addepar Data Engineer

Description:

Client is seeking a Senior Addepar Data Engineer to help advance the firm’s Wealth and Asset Management data capabilities. This role is responsible for supporting and scaling the Addepar data ecosystem, with a focus on data engineering, platform analytics, integration support, data quality, operational automation, and investment data enablement.

The role will work at the intersection of technology, investment operations, portfolio management, client reporting, and enterprise data. The successful candidate will help ensure that Addepar data is accurate, reliable, timely, well-governed, and available for downstream reporting, analytics, advisory workflows, and business decision-making.

This is a high-impact opportunity for a hands-on Addepar professional who understands investment data, can solve complex data problems, and wants to help shape a modern asset management technology environment. The role will support integrations between Addepar, Snowflake, Canoe, reporting platforms, portfolio systems, client platforms, and other enterprise applications.

The primary duties and responsibilities include but are not limited to:

Serve as a senior technical and analytical resource for Client’s Addepar data ecosystem.

Support, enhance, and scale Addepar workflows across portfolio management, client reporting, investment operations, performance analytics, and advisory processes.

Analyze, troubleshoot, and resolve complex data issues involving accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting outputs.

Build, maintain, and improve data pipelines between Addepar and enterprise platforms, including Snowflake, reporting tools, client platforms, portfolio systems, accounting systems, Canoe, and other vendor applications.

Use Addepar APIs, extracts, imports, and platform tools to enable data integration, automation, enrichment, validation, and downstream consumption.

Develop SQL queries, reconciliation logic, exception reports, data profiling routines, and automated data quality controls.

Partner with business and technology stakeholders to translate portfolio management, client reporting, operations, and analytics needs into data requirements, technical specifications, and scalable delivery solutions.

Support ingestion, transformation, normalization, and validation of portfolio, client, account, security, transaction, performance, benchmark, alternative investment, and reference data.

Contribute to Snowflake-centered data architecture by supporting secure data ingestion, modeling, quality checks, consumption-layer design, and integration with analytics and reporting platforms.

Collaborate with investment operations and reporting teams to validate performance, exposure, allocation, classification, and client reporting data.

Support production data operations, including data-feed monitoring, exception management, issue triage, root-cause analysis, release validation, vendor escalation, and post-incident remediation. Identify opportunities to automate manual workflows, reduce recurring data exceptions, improve data quality, and strengthen operational controls.

Maintain clear documentation for data flows, mappings, business rules, reconciliation procedures, platform processes, and production support runbooks.

Participate in platform enhancements, regression testing, user acceptance testing, release planning, and change-management activities.

Ensure Addepar-related data processes align with Client standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations.

Partner with architects, engineers, platform owners, business analysts, vendors, and data governance stakeholders to continuously improve the reliability, scalability, and usability of the Addepar data environment.

Required Qualifications:

Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.

5+ years of hands-on experience with the Addepar platform in a wealth management, asset management, family office, investment advisory, or financial services environment.

5+ years of experience in data engineering, data analysis, investment operations technology, financial systems support, platform analytics, or enterprise data operations.

Strong understanding of the Addepar data model, including accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting views.

Experience supporting Addepar data imports, exports, data feeds, integrations, reconciliation processes, and platform configuration.