Sr. Software Engineer – Portfolio Data Workflows
Edinburgh, UK
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are currently seeking a Backend Software Engineer for our Portfolio Data Products 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 to support our expansion into European markets and beyond. 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 ensure compliance with European and international financial regulations. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.
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
- Build and scale API services to support our rapidly growing European customer base.
- Advance our financial models to support a wide range of advanced financial products, such as structured notes, derivatives, and international alternative investments.
- Contribute to architecture designs, product roadmap, and code reviews.
- Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below.
- Be part of an expanding cross-functional organization & growing our global customer base
Who You Are
- Degree in a STEM field, such as Computer Science, or equivalent practical experience in the industry.
- Previous experience building backend services in a professional environment.
- Experience building services with Java or a similar object oriented programming language.
- Demonstrable knowledge of using AI in a professional engineering environment.
- An understanding of development best practices and experience working in an agile team.
- 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 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.
1. Introduction
1.1 In this Data Privacy Notice the terms the “Company”, “we”, “us” and “our” are references to Addepar UK Ltd., company number 13162730, having a registered address at Clifton House, Bunnian Place, Basingstoke, Hampshire, United Kingdom, RG21 7JE. Addepar UK Ltd. is part of the Addepar group of companies of which the ultimate parent is Addepar, Inc.
1.2 Addepar UK Ltd. will be the data controller of your personal data. In addition, where processing of personal data is undertaken by other associated companies of the Company for their own independent purposes, these associated companies may be co-controllers of your personal data.
1.3 We hold and process data on all current and former applicants and interview candidates (“applicants” or “you” or “your”), and third parties whose information you provide to us in connection with your application (e.g.,next‑of‑kin, emergency contact information).
1.4 We take your data protection rights and our legal obligations seriously. Your personal data will be treated in a secure and confidential manner and only as set out below or otherwise notified to you in writing.
1.5 Please read the following carefully to understand our views and practices regarding your personal data and how we treat it. The following Data Privacy Notice describes the categories of personal data we may process, how your personal data may be processed, for what purposes we process your data and how your privacy is safeguarded in the course of our relationship with you. It is intended to comply with our obligations to provide you with information about the Company’s processing of your personal data under privacy laws. It does not form part of a contract of employment or engagement.
1.6 If you have any questions about this Data Privacy Notice please contact privacy@addepar.com.
2. Responsibility for data privacy
2.1 The contact details of each of the Company’s data controllers and, where applicable their representatives and relevant data protection contact, are Addepar UK Ltd. & Addepar, Inc., each of which can be reached at privacy@addepar.com.
2.2 If you have any questions regarding the processing of your personal data or if you believe your privacy rights have been violated, please contact Addepar’s People Team at people@addepar.com or privacy@addepar.com.
3. What data do we process?
3.1 We collect various types of personal data about you for the purposes described in this Data Privacy Notice including:
(a) personal details: your title and name, birth name, preferred name, any additional names, gender, home contact details (e.g.,address, telephone or mobile number, e‑mail), immigration and eligibility to work information, languages spoken, details of any disability and any reasonable adjustments required as a result;
(b) recruitment and selection data: skills and experience, qualifications, references, CV and application, record of interview, interview notes and assessment, vetting and verification information (e.g.results of credit reference check, financial sanction check and a basic disclosure criminal record check relating to unspent convictions where carried out and permitted by applicable law), right to work verification, information related to the outcome of your application, details of any offer made to you;
(c) equality and diversity data: where permitted by law and provided voluntarily, data regarding gender, race, nationality, and sexuality (stored anonymously for equal opportunities monitoring purposes); and
(d) any other personal data which you choose to disclose to Company personnel during the course of the application process whether verbally or in written form (for example in work emails).
3.2 Certain additional information will sometimes be collected where this is necessary and permitted by local applicable laws.
3.3 Some of the information collected by the Company and described above constitutes special category personal data. Special category personal data includes information relating to racial or ethnic origin, political opinions, religious or philosophical beliefs, health, trade union membership, sex life or sexual orientation, biometric or genetic information, and information relating to criminal records, offences or proceedings. The Company only collects personal data when permitted or required to do so by law, in circumstances described below.
4. How does the Company collect data?
4.1 The Company collects and records your personal data from a variety of sources, but mainly directly from you or from our service providers that handle applications on our behalf, such as Greenhouse. You will usually provide this information directly to us through your participation in the recruitment process, or you will provide it to our service providers, such as Greenhouse.
4.2 We also obtain some information from third parties: for example, references from a previous employer, recruitment agencies or where we employ a third party to carry out a background check (where permitted by applicable law).
4.3 Where we ask you to provide personal data to us on a mandatory basis, we will inform you of this at the time of collection. Failure to provide any mandatory information may mean that we cannot carry out our recruitment process.
4.4 Apart from personal data relating to you, you may also provide the Company with personal data of third parties, such as contact information of individuals listed as referees in your application. Before you provide such third party personal data to the Company you must first inform these third parties of any such data which you intend to provide to the Company and of the processing to be carried out by the Company, as detailed in this Data Privacy Notice.
5. What are the purposes for which data are processed?
5.1 Your personal data are collected and processed for business purposes in accordance with applicable laws.
5.2 We collect and process your personal data for purposes including:
(a) recruitment and selection including:
(i) to assess your suitability to work for us including short listing, agreements and interviews;
(ii) to conduct pre‑employment checks including verification of your identity, checking your legal right to work and checking references;
(iii) to conduct a pre‑employment reference check, financial sanction check and a check in relation to suspect criminal activities in order to prevent crime and other unlawful acts and to protect the business and clients in the financial services industry from the risk of dishonesty, malpractice or improper conduct;
(iv) to compare you with other applicants and make a decision whether to offer you employment;
(v) to consider any reasonable adjustments either for the recruitment process or if you were to commence employment with us in the event you have a disability;
(vi) to make a job offer and provide a contract of employment;
(vii) to prepare to bring you on board as an employee where you accept an offer of employment from us. In this case we will customise to make sense of the information gathered during recruitment for the purpose of your employment and will transfer some of this to our employment systems and files;
(viii) to contact you if you are not successful should another potentially suitable vacancy arise during the sixmonths following the completion of the recruitment process for the role you applied for; and
(ix) to deal with any query, challenge or request for feedback received in relation to our recruitment decision;
(b) protecting the private, confidential and proprietary information of the Company
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