Business Process Analyst

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November 7

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Addepar

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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

📋 Description

• Conduct workshops, interviews, and sessions with subject matter experts (SMEs) to elicit and clearly define "as-is" business processes • Analyze existing workflows to identify bottlenecks, redundancies, and opportunities for improvement • Perform gap analysis between current processes and desired outcomes, especially in the context of client needs and GSI capabilities • Create detailed, standardized process maps and workflow diagrams using industry-standard notations like BPMN (Business Process Model and Notation) • Develop and maintain a central repository of process documentation, including Standard Operating Procedures (SOPs), process narratives, and service-level agreements (SLAs) • Ensure all documentation is clear, concise, and sufficient for an external party (like a GSI) to understand and execute the process with minimal ambiguity • Collaborate with stakeholders to map out and document proposed "to-be" processes that improve efficiency, reduce cost, enhance quality, and increase scalability • Identify impacted teams in order to build consensus for change • Align with R&D leads on success measurement of the proposed changes • Collaborate with Partner Platform PM to facilitate process knowledge transfer to GSI partners • Prepare comprehensive "process packages" for outsourcing, including maps, SOPs, performance metrics, and exception handling protocols • Collaborate with Product and Product Operations to identify key performance indicators (KPIs) to monitor the health and effectiveness of outsourced processes • Work alongside Design teams, Project Managers, and client-facing teams to model a client's existing processes and workflows • Translate client pain points and business goals into concrete process requirements and future-state solution designs on our company's platform • Facilitate discussions that help bridge the gap between what a client has and what they truly need

🎯 Requirements

• Bachelor's degree in Business Administration, Information Systems, or a related field • 6+ years of experience in a dedicated Business Process Analyst, Business Process Improvement, or similar role • Proven proficiency with process mapping tools (e.g., Microsoft Visio, Lucidchart, Miro) and methodologies (e.g., BPMN, UML) • Exceptional analytical and problem-solving skills; able to see the big picture while maintaining a strong attention to detail • Excellent communication and facilitation skills, with the ability to interview SMEs and lead workshops effectively • Strong technical writing skills, capable of producing clear and unambiguous documentation. • Certification in process improvement methodologies such as Lean Six Sigma (Green or Black Belt) or a Certified Business Analysis Professional (CBAP) • Direct experience preparing processes for BPO (Business Process Outsourcing) or working with GSIs • Experience in a client-facing or consulting role • Familiarity with workflow automation technologies

🏖️ Benefits

• bonus • equity • benefits