Software Engineer – Customer Facing Applied AI

Job Description

Software Engineer – Customer Facing Applied AI 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 The Applied AI team works embedded with Addepar’s strategic clients to figure out where AI can change how they work and then build those capabilities from scratch. You’ll spend time understanding a client’s world, identify what’s worth building, prototype it, prove it works, and then partner with core engineering teams to ship it as product for all customers.

As an Applied AI Engineer, you’ll build agentic systems from idea through production. The work starts with understanding the problem well enough to know what to build, then moves fast through prototyping and iteration. You’ll design agent behavior, wire up tool integrations, tune evaluations until the AI actually works in practice. You’ll sit close to the people who use what you build, and that feedback loop is how both the product and your skills grow fast. The team is new. Your work shapes what we ship.

This role may require occasional work outside standard business hours to accommodate client time zones and up to 15% travel to client sites, including occasional overnight and multi-day engagements.

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 AI-powered agents and tools end-to-end: identify the problem with clients and domain experts, prototype quickly, evaluate rigorously, and ship to production
• Design and implement LLM integrations including prompt engineering, function calling, structured outputs, and retrieval-augmented workflows
• Define evaluation criteria and build test harnesses for AI systems where correctness is ambiguous and domain-specific
• Work directly with clients to understand their workflows, validate AI behavior, and iterate toward production quality
• Partner with core engineering teams to generalize client-specific work into product features
• Contribute to shared AI infrastructure (agent frameworks, tool integrations, deployment pipelines)
• Monitor and maintain production AI systems with attention to reliability, cost, and performance

Who You Are

• Prior professional software engineering experience
• Professional experience with Python (the team’s primary language)
• Experience working with LLM APIs (Claude, GPT, or similar) including function calling and structured outputs
• Comfort with SQL for data exploration and building data-grounded AI workflows
• Experience with AI-assisted development tools (Claude Code, Codex, or similar)
• You’ve built something from zero to one. You’re drawn to figuring out what to build, not just building what’s specified.
• A bias for action. You ship quickly, learn from feedback, and iterate.
• You see projects through from prototype to production and care about what the client experiences, not what the code does
• BS/MS in Computer Science, Mathematics, or another quantitative field, or equivalent experience

Nice to Have

• Experience building agentic systems (multi-step tool use, agent orchestration, durable workflows)
• Experience with additional backend languages (Java is valuable in our environment)
• Familiarity with financial data (portfolios, transactions, securities, accounting)
• Exposure to cloud infrastructure (AWS) and container-based deployments
• Experience with evaluation frameworks or methodologies for measuring AI system quality

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 , 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 .

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 .

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 or .

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 . click apply for full job details