
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
🕒 September 8
🇺🇸 United States – Remote
💵 $88k - $138k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
🦅 H1B Visa Sponsor
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501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
• Lead cross-functional, systems-driven People Technology initiatives • Own end-to-end delivery for defined projects • Translate business needs into clear, testable technical requirements • Ensure solutions are adopted by users • Partner with HR, Talent Acquisition, and Finance stakeholders to map current processes and document requirements • Run project planning, execution, monitoring, risk management, and closure • Identify, troubleshoot, and resolve issues across Workday, Greenhouse, and other People Technology systems • Build and maintain test scripts with requirements traceability • Produce concise user guides and launch communications • Deliver status updates on progress, decisions, and milestones • Provide configuration and troubleshooting support with a focus on accuracy and auditability
• Bachelor’s degree in Human Resources, Information Systems or equivalent • 5+ 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 as a heavy user • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship • Must be authorized to begin work in the U.S. on the first day of employment
• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace
Apply Now🕒 September 8
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