
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
3 days ago
🇺🇸 United States – Remote
💵 $66k - $104k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
🦅 H1B Visa Sponsor

Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
• Partner with stakeholders to map current processes and translate needs into technical requirements • Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure • Identify, troubleshoot, and resolve issues within the People Technology stack • Build and maintain test scripts with requirements traceability and produce concise user guides • Deliver status updates and launch communications that keep teams aligned • Provide hands-on configuration and troubleshooting support across the People Technology stack
• Bachelor’s degree in Human Resources, Information Systems or equivalent • 3+ years of experience in a Systems Analyst, HRIS, or People Technology Project Management role • Highly skilled in written communication, with exceptional ability to create comprehensive, precise, and user-centric documentation efficiently • Excellent interpersonal, communication, and analytical skills • Proficient in Workday, with hands-on experience navigating its functionality • Experience with other HR systems (especially Greenhouse or other TA technology) is a plus • Workday configuration experience is a plus
• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses • Stock options
Apply Now3 days ago
Business Analyst/Project Manager role influencing AI-powered solutions for small businesses. Collaborating with teams to turn business needs into real solutions in a remote capacity.
🗣️🇷🇺 Russian Required
3 days ago
Business Analyst delivering product vision and strategy in financial services industry. Collaborating closely with cross-functional teams to document requirements and support testing.
3 days ago
Business Analyst working with a technology team to manage projects and improve systems for a global SaaS company. Collaborating with clients and providing end-user support while analyzing business processes.
3 days ago
Salesforce Incident Management Analyst at GDIT providing technical support for CMS activities. Responsible for triaging service requests and resolving incidents in Salesforce.
🇺🇸 United States – Remote
💵 $63.8k - $86.3k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
🦅 H1B Visa Sponsor
4 days ago
Senior Business Analyst at Dresden Partners connecting top talent with global companies. Requires advanced English and a solid experience in banking and transactional systems.
🗣️🇪🇸 Spanish Required