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 mind ... (truncated, view full listing at source)