Automation Specialist-Operations

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

At Addepar, we are looking for an experienced Automation Specialist-Operations to design, develop, and deploy enterprise-grade robotic process automations. The role is ideal for a UiPath expert who can operate independently, deliver high-quality solutions, and collaborate effectively with internal product, engineering and operations teams.

What You’ll Do:-

Process Assessment & Solution Design

• Review business requirements and assess automation feasibility.
• Define and document the automation solution design (PDD / SDD).
• Identify reusable components and develop modular solutions.
• Develop custom activities using UiPath SDK

Development & Testing

• Develop, debug and test workflows using UiPath Studio / Orchestrator.
• Implement robust exception handling, logging, alerting and configuration management.
• Conduct UAT with business stakeholders and incorporate feedback.
  
  

Deployment & Handover

• Package and deploy automations to UiPath Orchestrator (dev, test, prod) in a secure and maintainable manner
• Prepare documentation and handover materials for internal support teams.
• Provide knowledge transfer and brief training sessions as needed.
  
  

Optimization & Support

• Monitor bot performance and handle stabilization post-deployment.
• Recommend and implement performance improvements.

 

Who You Are:-

Technical Skills required:

• 4-8 years of relevant experience in similar area.
• 3+ years hands-on UiPath experience
• UiPath Advanced RPA Developer (UiARD) certification (Preferred)
• Prior experience of developing of automation in finance, data operations, or enterprise automation domains
• Strong proficiency in UiPath - Studio, Orchestrator, Assistant, Unattended Bots and Attended Bots 
• Hands-on with REFramework and custom library development 
• Experience with REST APIs, Excel, email automation, file I/O, integration with cloud services (preferably AWS services), JSON/XML data formats
• Exposure to Document Understanding, AI Center, and attended/unattended bots
• Basic scripting: VB.NET / C#  / Python 
• Source control: DevOps -like CI/CD, GitHub 

LLMs, Claude, BI and Analytics (is preferred)

• Familiarity with web automation scenarios, 

Soft Skills:

• Strong analytical and problem-solving mindset
• Self-driven and able to deliver with minimal supervision
• Able to work with cross-functional teams (Operations, Engineering, Product, QA)
• Clear communicator with good documentation discipline
• Collaborative approach with cross-functional teams

Performance Expectations/Metrics

• Delivery of automation processes per agreed milestones and quality standards
• Code quality and stability (defects or incidents post-deployment)
• Reusability and maintainability of code
• Timely reporting of progress and blockers
  

  Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

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 ta-operations@addepar.com.