Addepar
At Addepar we are building the technology platform to transform the global world of finance. 
Remote
Remote

Senior Business Analyst - SaaS/Finance/BizOps/Sales at Addepar

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Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

This role will be responsible for analyzing the business, and building and interpreting metrics that support key business decisions related to Finance, Sales Operations, Sales/Services and other business functions. This is a strategic, high-impact role that will also help shape the future of Addepar growth and services by providing analytics and insights to grow recurring SaaS revenue, improve cost and unit economics, optimize gross margin of revenue functions and much more. Creating meaningful metrics and KPIs for a SaaS business, supporting dashboards and generating actionable insights will be your forté. This role will require you to collaborate with the CFO, executive leadership and various different stakeholders at Addepar to support their analysis and reporting needs.You will work closely with data/analytics engineers and BI analysts and drive requirements to power efficient information system infrastructure and meaningful metrics.Responsibilities:
  • Collaborate with leaders at Addepar to understand their requirements and build meaningful company wide metrics
  • Drive SaaS metrics standardization to define and build metrics and dashboards for ARR, assets under management, churn rate, platform usage/engagement, customer LTV, Client profitability, etc
  • Build SaaS sales metrics around pipeline, sales productivity and account management effectiveness
  • Partner with business stakeholders to support their data needs and build dynamic and rich dashboards
  • Enhance our lead management capability by organizing better data 
  • Build and maintain BI framework related to SaaS metrics at Addepar
  • Build visualizations to easily interpret complex data and analysis
  • Generate actionable insights and opportunities from diverse and complex data sets
  • Drive requirements and partner with other analysts and data engineers on the team to build data pipelines and model the data needed for SaaS metrics
  • Drive data driven culture across organizations and educate other teams on analytics best practices and self-serve reporting needs
Requirements:
  • 5+ years of experience supporting a SaaS business model
  • 3+ years of experience working in data analytics and business intelligence domain
  • 2+ years of experience building reports and dashboards in BI/reporting tools like ( Preferred:Looker OR Tableau, Sisense/Periscope, Qlik, etc)
  • Expertise in defining and building meaningful metrics and KPIs
  • Ability to visualize data in different formats
  • Proficiency in SQL to analyze and translate business problems
  • Excellent communication and requirement gathering skills
  • Highly organized and effective planning and prioritizing skills
  • Train and assist business users to self-serve themselves using BI tools
  • Help teams quantify their goals and OKRs
  • Basic statistics knowledge
Nice to have:
  • Scripting experience in python
  • Intermediate+ statistics knowledge
  • Experience working with with SaaS/Fintech companies is a plus 

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City,  Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

  • Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
  • Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
  • Best Ideas Win - We welcome new ideas that inspire change.
  • Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
  • Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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What are Addepar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Open door policy
Diversity
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Continuing Education stipend

Jobs at Addepar
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Manager, Front End Engineering - Portfolio Construction

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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Client Data Onboarding Specialist

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Director, HR Comms & Employee Experience

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

People Operations Specialist

Addepar
Peninsula
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Solutions Consultant

Addepar
Peninsula
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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Account Manager

Addepar
Peninsula
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Manager, Engineering

Addepar
Remote
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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Frontend Software Engineer - Insights

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Computational Architecture

Addepar
Remote
2 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Data Solutions Consultant

Addepar
Salt Lake City, UT
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Client Data Onboarding Specialist

Addepar
Salt Lake City, UT
2 weeks ago
We are currently seeking a Client Data Onboarding Specialist to join our Data Feed Client Services team! The Data Feed Client Services team owns the end to end client experience for the Addepar Data Network of portfolio data feeds used for data aggregation. This role is highly visible and a trusted source for all client data feed needs. Individuals in this role can expect to work with a sophisticated global network of clients and data feed partners. This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is results-oriented, and thrives in a constantly evolving environment.  

Product Marketing Manager

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Senior Manager, GTM Compensation Strategy & Analytics

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Account Manager

Addepar
Salt Lake City, UT
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Private Placements Director, Diligence Lead

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Senior Creative Design Manager

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Director, HR Comms & Employee Experience

Addepar
Salt Lake City, UT
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Design Systems Engineer

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Technical Program Manager

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Technical Recruiter

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Product Designer, Growth

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

DevOps Engineer

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Training Consultant

Addepar
Remote
3 weeks ago
What You’ll Do Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners,  employees, and enthusiasts, both virtually and in-person. Rapidly incorporate client feedback into our course content and course experience. Manage the logistics required to deliver a top-notch training experience. Contribute to team deliverables in the development and creation of learning materials. Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community.

Training Consultant

Addepar
Salt Lake City, UT
3 weeks ago
We are currently seeking a Training Consultant to join our Academy Team! The Academy team is responsible for empowering our clients with the skills that they need to achieve success in their role and maximize the value that they get out of Addepar.  We are the scale engine of Addepar’s Client Success org, reaching hundreds of clients per quarter and developing them into self-sufficient users of the product. Our ideal candidate for this role will be an operational expert and talented teacher who will own the end-to-end education experience from marketing to delivery, driving delight for the learners throughout. Additionally, as a member of a small and nimble team, you’ll be trusted to contribute to the overall vision of Addepar Academy and flex your skills to meet the needs of our rapidly iterating organization.

Senior Backend Software Engineer

Addepar
Remote
3 weeks ago
We are currently seeking a Software Engineer to join our Security Master team!  In this role, you will have the opportunity to use the latest technology stacks to build the next generation of financial security master in Addepar. It is the core nervous system for data processing and analytics, portfolio analysis, transactions and reporting for the entire Addepar platform. It is highly data intensive and extremely business critical. We want people who are passionate and care deeply about the success of the whole company. We look for driven engineers with real technical depth and a desire to understand the end business. If you've designed complex scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling really hard technical, mission critical problems, come join us!

Software Engineer - Front End

Addepar
Remote
3 weeks ago
We are currently seeking a Frontend Engineer to join our core product team. As a software engineer on Addepar’s core product team, you will contribute to a wide range of products such as our best in class WYSIWYG report editing tool (ask for a demo!), the user experience around data management, access control, publishing, and sharing of personalized financial reports, and scaling the core products that enable financial advisors to tell their story and communicate with their clients whenever and wherever they are.

Software Engineer - Integrations

Addepar
Remote
3 weeks ago
We are currently seeking a Software Engineer to join our Partnerships & Integrations team! The Partnerships & Integrations team is part of the broader Operating Platform at Addepar. Addepar’s success depends on our ability to deliver a comprehensive and scalable API platform that provides value to our partner and developer communities.  This role is paramount to that success as it focuses on APIs as products, ensuring that we iteratively build out solutions that deliver meaningful outcomes to consumers.

Manager, Software Engineering

Addepar
Remote
3 weeks ago
We’re looking for an experienced, detail-oriented Engineering manager who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients.

Software Engineer - Backend

Addepar
Remote
3 weeks ago
As a software engineer in product engineering, you will have the opportunity to work on our applications in concert with our product, platform, and design teams. You will make impactful product features a reality across a variety of product verticals, including advisor workflows, calculations, and client communications.

Senior Software Engineer - Frontend Lead

Addepar
Remote
3 weeks ago
As a Software Engineer, you will have the opportunity to work on this green field project to build a portfolio accounting system for Addepar. Our goal is to process tens of millions of transactions across millions of accounts that Addepar platform ingests every day, and to build various applications on top of it.

Data/Analytics Engineer

Addepar
Remote
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Principal Business Partner

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Implementation Project Manager

Addepar
Peninsula
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Marketplace Operations Manager

Addepar
Remote
3 weeks ago
Addepar has the potential to make investing in private assets more transparent, more efficient, and more ethical.  Addepar’s newest business, Marketplace, provides a set of tools that help our clients make better investment decisions, as well as an order management and execution platform for access to a wide range of investment products, including cash management, hedge funds and private equity, and secondary transactions in private securities and LP interests. This is an exciting new initiative for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.

Senior User Experience Researcher

Addepar
Remote
5 hours ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Content Designer

Addepar
Remote
11 hours ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Data Import Services

Addepar
Remote
11 hours ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Digital Marketing & Web Manager

Addepar
Remote
11 hours ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Enterprise Technical Program Manager

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Operating Tools

Addepar
Remote
11 hours ago
We are currently seeking a software engineer to join our Operating Tools team! Our team’s goal is to create a unified data management and administration suite, and create new capabilities backed by reusable API-driven services with new UIs and a cohesive, product-driven user experience. These services can be used internally by operations, services, support, other power users, or be exposed externally to customers/partners for self-service via product integrations. In essence, we want to create a single pane of glass across multiple, globally distributed platform and product installations. You would be a critical part of that mission, helping design our future vision and then enabling the team to execute on it.

Contracts Manager

Addepar
Remote
1 day ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sales Engineer

Addepar
Remote
2 days ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

People Operations Specialist

Addepar
Salt Lake City, UT
2 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,