Sr. Software Engineer - Customer Facing Applied AI

Addepar is a data and AI platform for investment professionals. The Applied AI team works with strategic clients to identify valuable AI use cases, build agentic systems from prototype through production, and partner with core engineering teams to turn successful client-specific solutions into product features.

Responsibilities

• 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

Preferred

• 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
• Agentic Systems
• Multi-Step Tool Use
• Agent Orchestration
• Durable Workflows
• Backend Development
• Java
• Financial Data
• Portfolio Data
• Transaction Data
• Securities
• Accounting
• AWS
• Cloud Infrastructure
• Container-Based Deployments
• Evaluation Frameworks
• Evaluation Methodologies
• AI System Quality Measurement

Benefits

• Bonus
• Equity

Company

• Data and AI platform for investment portfolio management
• New York, New York, USA
• https://addepar.com/
• Founded in 2009
• 1001-5000 employees

Qualifications

• 3+ years of 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
• 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

Required skills

• AI System Evaluation, Agentic Systems, Claude API, Claude Code, Codex, Financial Data, Function Calling, GPT API, Java, Python, SQL, Structured Outputs

Experience

• 3+ years