Engineering Manager, Portfolio Services

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. 

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.

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.

What You’ll Do

• 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

Who You Are

• Extensive software engineering experience


• Experience of 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

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].