Product Engineer - Full Stack (Reporting) at Addepar
Who We Are
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
Addepar is building a single platform unifying hundreds of portfolio and market data systems and leveraging that platform to create robust, powerful financial applications.
The technical effort involved is massive. Our data ingestion platform processes tens of millions of transactions across millions of accounts every day and our pricing and reference data systems provide analytics coverage for nearly two trillion dollars in assets. We build and run our own distributed financial computation framework that allows clients to run complex analysis of massive data sets in real time. We design robust APIs and powerful, versatile user interfaces to empower wealth managers to ask nuanced questions about their clients' holdings.
As a software engineer on Addepar’s Reporting team, you’ll join an agile, cross-functional group responsible for building and maintaining the entire report generation pipeline. This is at the core of what enables advisors to effectively communicate the big picture relevant to their portfolios with their clients. This includes building on our best in class WYSIWYG report editing tool (ask for a demo!), as well as the user experience around management, access control, publishing, and sharing of personalized financial reports.
- Learn about how reporting helps financial advisors and their clients, and how it relates to other areas of the larger Addepar ecosystem and wealth management industry.
- Partner with product and design to develop an understanding and empathy for our users’ needs and pain points.
- Develop flexible reporting workflows with rich customizable data visualizations and data tables.
- Build backend systems to power the reporting user experience, working across the stack from SQL to CSS.
- Design, plan and execute on architecture decisions that enable us to scale further and do more for our customers.
- Passionate and driven software engineer with 4+ years professional experience.
- You can work across all phases of the software development lifecycle (planning, design, implementation, testing, deployment, operations and support).
- Eager for both learning new technologies and jumping into complex enterprise codebases.
- Experienced working with agile teams, efficiently breaking down large initiatives into strategic incremental features that make our customers’ lives easier.
- Experienced writing and tuning SQL queries
The problems we’re tackling at Addepar are complex, but they’re also globally important. Addepar has the potential to make private investing more transparent, more efficient, and more ethical. If you’re interested in that, we’re excited to meet you.
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.