Workday Business Solutions Analyst
About addepar
Data and AI platform that unifies portfolio, market and client data into a total portfolio view for wealth managers, RIAs and family offices.
Series G · 1000–2000 people
Job description
The full responsibilities and requirements are on the employer’s site.
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Internal deployment & tooling · Evidence for this classification:
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar’s People Technology team is hiring a Business Solutions Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end
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Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar’s People Technology team is hiring a Business Solutions Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end delivery for defined projects, translate business needs into clear technical requirements, and ensure solutions are adopted by users. While Workday is our core platform, this role will flex across our entire People Technology stack, including our Talent Acquisition systems (like Greenhouse) and other HR tools. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and mark [... source excerpt omitted ...] orship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Requirements Gathering: Partner with stakeholders (like HR, Talent Acquisition, and Finance) to map current processes, translate needs into clear, testable technical requirements, and document them precisely Project Leadership: Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure to deliver on scope, time, and quality Technology Partnership: Proactively identify, troubleshoot, and resolve issues within our People Technology stack (e.g., Workday, Greenhouse), ac [... source excerpt omitted ...] Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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
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