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 We’re expanding our Global Finance Operations team in India and building a shared deal governance model that blends financial approvals, deal quality control, and smooth order-to-invoice execution.
This role combines Finance Deal Desk responsibilities (pricing, ARR validation, non-standard deal support) with Order Management responsibilities (contract review, billing readiness, and handoff accuracy).
You’ll be the operational link between Sales, RevOps, Legal, Accounting, and Billing — ensuring deals are structured correctly, approved efficiently, and processed without errors.
This is an ideal role for someone who is hands-on with fundamentals yet capable of stepping into more complex scenarios as the function grows.
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
Who You Are
Important Note: This role requires working from our Pune office 3 days a week (Hybrid work model) Our Values
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.
ATS Match is available
1) Upload your resume. 2) Open any job and click Check ATS Match to see your fit score.
Sign in to check your resume match