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Addepar

Senior Backend Software Engineer, Portfolio

Cursor

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Helping you build personal relationships at scale Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice. The ProblemIn the world of financial advice, speed, clarity and foresight aren’t just nice to have, they’re a necessity.Yet tools are insufficient: you need more productivity, scale and reach to remain competitive.And client expectations are rising, as people demand a more genuine, more human relationships from those they do business with.

About Addepar

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
The Platform Services team is at the core of accelerating Addepar’s platform scalability, elasticity, and global expansion. We play a pivotal role in driving innovation and standards for building distributed services and on-demand environments to meet the rapid scale of Addepar’s growth. Working at the critical intersection of application, infrastructure, and operations teams, we promote developer velocity and robust process automation.
Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you.

About The Role

• Work with teams across the organisation to:
• Develop resilient distributed services and high quality tooling to support product operations and engineering.
• Investigate and debug complex issues that span across teams and applications.
• Drive software delivery and improve the engineering processes we use to develop and release software. 

What You’ll Do

• Comfortable working independently, with a bias for action.
• Thrives in ambiguous spaces where there isn’t a clear solution.
• Enjoys digging into new problems and unfamiliar codebases.
• Excels at written and verbal communication
• 4+ years of backend software engineering experience.
• Proficiency in developing with server-side OO languages like Java.
• Proficiency with Linux.
• Familiarity with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code.
• Familiarity with HTTP, developing REST and web APIs

What You’ll Bring

Company Size

With over a decade of expertise, innovation, and a deep understanding of the logistics industry, Transfix's expansive data and software solutions suite, powered by AI and automation, is designed to drive profitability for our customers and across the trucking ecosystem.

About Transfix

About Transfix
Transfix is a leading innovator in freight technology and a provider of next-generation logistics
software solutions. Our custom-built SaaS solutions harness data, machine learning, and
automation to equip freight brokers and 3PLs with powerful tools to more accurately price,
cover, and manage truckload shipments.

Transfix’s platform transforms the traditionally reactive, manual processes of pricing and
shipment lifecycle management into proactive, data-driven workflows. Built on proprietary,
years-in-the-making data models and enriched with leading external market sources, Transfix
delivers actionable intelligence and automation that drives better decisions and stronger
outcomes.

The problems we solve everyday are real and require creativity, grit, and determination. We are
building a culture that challenges norms while fostering experimentation and personal growth.
We're hiring team members who are passionate and are energized by the vision to simplify and
transform one of the largest and most complex industries through technology, data and a strong
commitment to customers.

As a Product Manager, you will define our product strategy and vision in an industry that’s ripe
for automation. In this role, you’ll have the opportunity to work on business-critical SaaS
platforms, involving complex business rules, and having a direct impact on our customers’ ability
to profitably and efficiently move freight around the country.
If you’re excited about transforming an industry, being part of an innovative culture, and making
a positive impact on the environment, send us your resume.

If you’re excited about transforming an industry, being part of an innovative culture, and making a positive impact on the environment, you've found the right role! 

What You’ll Do:
Define product vision and strategy based on an in-depth understanding of our users,
business, and industry
Set KPIs and prioritize roadmaps to drive measurable business outcomes
Champion the needs and problems of our users to deliver innovative,
industry-transforming products
Driving alignment cross-functionally including engineering, design, analytics engineering,
data science, product support, commercial, and key external stakeholders
Collaborate with designers and engineers to determine the best solutions
Managing product execution to consistently ship quality products - write specs,
coordinate across teams, interview users, and test solutions
Leverage AI and agentic tools to accelerate your own product workflows and identifying
opportunities to embed agentic capabilities into our products

You have 3+ years of product management experience in a startup environments
You have experience in a KPI-driven environment and have set successful goals
You’ve shipped successful products across multiple platforms (web, iOS, Android)
You enjoy working with developers and designers in an agile, fast-paced environment
You have cross-functional leadership skills within a user-centered design process
You have exceptional data analysis and deductive reasoning skills
You are comfortable with ambiguity and enjoy detective-style problem-solving
You are willing to review user sessions, write SQL, use Claude, or partner with engineers
to investigate issues
You have hands-on experience with AI-assisted workflows and a point of view on how
agentic experiences can solve real user problems

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 and São Paulo.

Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
Join Addepar’s Cloud Security team as a Senior Cloud Security Engineer focused on building, automating, and maintaining security infrastructure and controls at scale. This role emphasizes AWS,  Terraform, Python, and sophisticated networking. As part of the Cloud Security team, you will lead complex initiatives, collaborate closely with platform, operations, and data teams, and help establish paved roads and guardrails across a multi-account environment.

• The primary responsibility of this role will be to maintain and iterate on Addepar’s Swiss AWS environment to enforce data locality restrictions, ensure core infrastructure is secure and operational, and integrate security best practices, policies and solutions.
• Partner closely with Addepar’s Swiss Infrastructure Operations team to ensure that the highest security standards are observed across the estate.
• Contribute to the Cloud Security team’s design and hardening of a multi-account AWS environment using Organizations, Control Tower, SCPs, and custom tools and guardrails.
• Design and build secure networking and private resource access patterns for both human and programmatic use.
• Author and maintain Terraform code to deploy security infrastructure and contribute to a secure Terraform module registry.
• Write and support CI checks using policy-as-code (OPA) and IaC scanning to enforce best practices at scale.
• Automate vulnerability detection and remediation using native AWS technologies,including event-driven architecture and serverless workflows.
• Strengthen identity and secrets management with federation and role design, ABAC, IAM policy reviews, KMS strategy, and effective use of Secrets Manager and Parameter Store.
• Utilize discovery tools and cloud native logging to perform investigations, resource discovery, and troubleshooting.
• Participate in infrastructure design reviews and cloud security assessments, producing clear and actionable assessment reports.
• Partner with engineering teams to deliver secure business outcomes and measure impact through coverage, prevention, and response metrics.
• Act as an escalation point for Addepar’s Security Operations Center 

• 5+ years in security with 3+ years hands-on building and securing AWS in production, multi-account environments.
• Bachelor’s degree in CS/Engineering or equivalent practical experience.
• Clear written and verbal communication skills with the ability to influence across teams and mentor others.
• Expertise across AWS security best practices with deep knowledge of native AWS services.
• Advanced Terraform experience including module creation, remote execution environments, and integrating security checks into CI.
• Extensive experience with Python and the boto3 library.
• Deep networking knowledge.
• Strong Linux, container, K8s, secrets management, and CI/CD fundamentals.
• Experience with policy-as-code (OPA, Rego), GitOps (GitHub Actions, Argo CD), and Zero Trust solutions.

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This
will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

• Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
• Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed.
• Complete and maintain operational workflows, and identify and implement opportunities for optimisation.
• Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.
• Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
• Participate in broad company initiatives to stand up new product offerings and services.

• 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
• Demonstrates excellent attention to details and a passion for problem solving!
• Outstanding communication and interpersonal skills for engaging with internal and external stakeholders.
• Proven track record of multitasking and prioritising effectively in a fast paced environment.
• Very team-oriented, balanced, and forward thinking.
• Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
This Engineering Manager role leads the Portfolio Services team at the core of Addepar’s data platform, driving developer velocity, process automation, and cross-functional execution to deliver high-impact, scalable solutions. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you.

• Contribute to shaping our ambitious program of product features, technical debt reduction, and scalability improvements
• Coach and mentor a team of software engineers
• Deliver solutions for our clients, drive software delivery and improve engineering processes
• Collaborate with partner teams across Addepar to deliver impactful results for both internal and external clients

• Minimum 7+ years of software engineering experience.
• 2+ years leading software engineering teams, preferably in a platform engineering context
• Experience or interest in financial technology
• A great communicator adept at working with cross-functional partners
• You value developing people and coaching engineers to succeed.
• Experienced with managing software projects throughout the SDLC, improving team agile processes, estimation and project planning

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
We're seeking a Senior Fullstack Software Engineer for our Portfolio Data Workflows team in Poland. In this role, you'll be at the forefront of maintaining and evolving critical services that power our financial data ecosystem, while helping to modernize our architecture.
Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis tools for our global customer base of Financial Advisors and Wealth Managers. 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.

• Contribute to our long-term vision for achieving a modern, service-based architecture.
• Be part of a high-performing, cross-functional team.
• Own front to back software features from inception through delivery.
• Contribute to architecture designs, product roadmaps, and code reviews.
• Analyse and dive deep into a complex and powerful ecosystem, understanding. requirements, determining optimal approaches and driving change.
• Debug and troubleshoot issues across the entire application stack.
• Collaborate effectively with other engineers, product managers and stakeholders.
• Mentor and set the bar for an impactful team working in the core of Addepar.

• You have extensive experience in software development in a professional environment.
• Experience building services with Java, SQL and AWS.
• Experience of frontend frameworks like Ember, Angular or React. We use Ember, so you need to be motivated by learning Ember if experience is with other technologies.
• Understanding of REST, service-based architecture, and distributed systems.
• A rapid learner with robust analytical and problem-solving abilities.
• A curious person, who enjoys digging deep into requirements and handling complexity.
• Demonstrable knowledge of using AI in a professional engineering environment.
• Excellent written and verbal communication skills.
• Demonstrated commitment to the best software development practices.
• Interest or experience in the financial industry or wealth management.

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
We are currently seeking a Staff Backend Software Engineer to join our Portfolio Data Workflows team in Poland. In this role, you'll be at the forefront of designing, implementing and maintaining critical API services that power our financial data ecosystem, while helping to modernize our architecture to support our expansion into European markets. 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.

• Design, develop, and implement robust API services to support our rapidly growing European customer base.
• Lead architecture designs and product roadmap creation.
• Research and drive the adoption of new technologies and best practices to drive innovation.
• Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change.
• Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture.
•Amplify your technical ability by empowering your peers and contributing to codereviews and technical designs.
• Debug and troubleshoot issues across the entire application stack.
• Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below.
• Be part of a high-performing, cross-functional team. 

• You have extensive experience in software development, including building backend services in a professional environment.
• You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle.
• Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems.
• Understanding of REST, service-based architecture, and distributed systems.
• A rapid learner with robust analytical and problem-solving abilities.
• A curious person, who enjoys digging deep into requirements and handling complexity.
• You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers.
• Experience building services with Java, SQLl and AWS.
• Experience with Elasticsearch is a nice-to-have.
• Demonstrable knowledge of using AI in a professional engineering environment.
• Interest or experience in the financial industry or wealth management in particular.

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 and São Paulo.
Global: Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

The Role
We are looking to add a highly experienced and impactful colleague to the organization to drive the transformation of Addepar’s Production Engineering and SRE team. This role focuses on evolving our platform towards enabling high-level declarative infrastructure orchestration and its operations. This platform closely integrates our Compute, Network, and Storage control planes, allowing us to develop highly efficient and fast-to-iterate-on services tailored to various product areas within the company, abstracting our developers from the nuances of underlying infrastructure.
The ideal candidate will play a staff, leading role in implementing, maintaining, and strategically evolving Addepar’s Production Infrastructure.. You will bring a robust combination of leading innovative solutions across functional teams and extensive hands-on development experience in AWS/cloud, Linux/Unix, networking, advanced scripting abilities, containerization, Kubernetes, Terraform, Information Security, deep debugging, and comprehensive monitoring/observability skills. This includes designing, deploying, monitoring, automating, and optimizing all operational aspects of Addepar's platform with a focus on reliability, scalability, and efficiency

• Lead the design, implementation, and operationalization of container infrastructure using Kubernetes (k8s), ensuring high availability, performance, and security.
• Build, and maintain advanced, automated CI/CD pipelines using Jenkins, ArgoCD, AWS CodeBuild/Pipeline, GitHub Actions, or similar, establishing best practices for deployment strategies (e.g., blue/green, canary)..
• Drive the adoption and evangelism of Infrastructure as Code (IaC) principles using Terraform, focusing on scaling the Addepar Platform across regions with a focus on cost optimization and operational efficiency.
• Develop deep application-level knowledge to proactively inform and influence infrastructure requirements and constraints for Developers, QA, and Management, including implementing sophisticated dashboards for Cost and Inventory management, performance analysis, and capacity planning.
• Perform advanced monitoring and troubleshooting of our infrastructure and application stack using a wide array of logging/monitoring tools, driving root cause analysis and implementing preventative measures.
• Initiate and lead collaborations with cross-functional teams to identify and resolve complex Application or infrastructure issues, serving as a technical subject matter expert.
• Serve as a primary on-call responder for critical incidents, demonstrating strong problem-solving skills under pressure and contributing to post-incident reviews to improve system resilience. 

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