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
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
February 21
π¬π§ United Kingdom β Remote
β° Full Time
π‘ Mid-level
π Senior
π§ Business Analyst
π¬π§ UK Skilled Worker Visa Sponsor
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
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
β’ Addepar empowers investment professionals with technology and data solutions. β’ As a Business Solutions Analyst, you contribute to implementing new Workday modules. β’ Oversee project management to ensure timely execution and successful outcomes.
β’ Bachelorβs degree in Human Resources, Information Systems or equivalent β’ Extensive experience in Systems or Workday Project Management Space β’ Highly skilled in written communication, with exceptional ability to create comprehensive, precise, and user-centric documentation efficiently β’ Excellent interpersonal, communication, and analytical skills. β’ Proficient in Workday, with hands-on experience navigating its functionality as a heavy user β’ Workday configuration experience is a plus
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