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Full-Time
Client Operations Analyst
Confirmed live in the last 24 hours
Addepar
1,001-5,000 employees
Investment management software for financial professionals
No salary listed
Junior
United Kingdom
Candidates must be based in the United Kingdom.
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- 1+ years of applicable experience
- Ability to analyse large data sets and provide concrete recommendations
- Strong Excel / PowerPoint skills
- Excellent interpersonal, written, and oral communication skills
- Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
- Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
- Strong partnership skills
- Genuine passion for supporting team members and clients
- Provide analytics and reporting to support the Client Management team, client-facing projects, and to improve business processes
- Able to interpret analytics to tell a client story; train Account Managers on how to use dashboards and data to deeply understand client health
- Partner with the team leads to optimise processes and policies
- Maintain FinancialForce and Salesforce data hygiene and own system data integrity
- Detail operational knowledge, issues, processes, and methodologies in reference materials
- Consult with external teams (e.g., Finance, Legal, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
- Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners
- Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
- Develop and lead internal training on standard methodologies and processes.
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. Its platform aggregates and analyzes financial data, offering insights that assist users in making informed investment decisions. The software enables users to align portfolios with specific targets, model asset allocations, and evaluate hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's subscription-based model includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. This focus on data and technology distinguishes Addepar from competitors, as it empowers investment professionals to optimize their clients' financial goals in a dynamic market.
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$902.8M
Headquarters
New York City, New York
Founded
2009
Simplify's Take
What believers are saying
- Addepar raised $230M, valuing the company at $3.25 billion in 2024.
- Partnerships with firms like Corient enhance data aggregation and client service.
- Launch of Addepar Trading and dashboards improves advisor workflows and client engagement.
What critics are saying
- Competition from fintech startups could erode Addepar's market share.
- Rapid tech advancements may strain Addepar's resources to maintain competitiveness.
- Reliance on partnerships for data integration poses service delivery risks.
What makes Addepar unique
- Addepar aggregates data for over $7 trillion in assets globally.
- The platform integrates with over 100 partners, offering a comprehensive financial solution.
- Addepar's focus on illiquid assets sets it apart in investment management.
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Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Addepar has raised $230 million in a Series G investment round, valuing the company at $3.25 billion.
Addepar has raised $230 million in a Series G investment round, reaching a valuation of $3.25 billion. The company, with a presence in cities like New York, San Francisco, London, and others, manages assets worth $7 trillion. Key figures involved include Eric Poirier, Luuk Remmen, Jaime Hildreth, and Joe Lonsdale.
Addepar, a NYC-based technology and data platform provider, raised $230 million in Series G funding at a $3.25 billion valuation. The round was led by Vitruvian Partners and WestCap, with participation from 8VC, Valor Equity Partners, and EDBI. The funds will be used to provide liquidity to employees and investors through a tender offer. Addepar's platform aggregates data for over $7 trillion in assets and integrates with over 100 partners.
NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices
Addepar launches new data-driven portfolio solutions.