Full-Time

Director – Global Workplace & Real Estate

Posted on 8/15/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Senior

Edinburgh, UK

Position based in the UK.

Category
Real Estate
Real Estate Property Management
Requirements
  • Bachelor’s degree or equivalent with an emphasis in Institute of Workplace and Facilities Management.
  • 10+ years of proven experience in corporate workplace operations, property management & real estate, particularly showcased through the impact of the physical workplace on workplace culture.
  • Strong collaborative skills with a natural ability to build bridges by prioritising clear and open communication and an atmosphere in which information flows smoothly and timely through the organisation.
  • Ability to work in a matrix organisation collaborating with C-Suite and senior business leaders to influence decisions and achieve results, while breaking down company-level strategic plans into actionable goals at the team level.
  • Direct experience globally sourcing new offices and negotiating advantageous commercial leases.
  • Excellent communication and planning, with the ability to promote building services and events that are easily attended, while providing change management leadership for large initiatives.
Responsibilities
  • Own all facilities management operations, including maintenance, engineering, mail, conference services, vendor management and asset/transaction management, hospitality, and corporate security.
  • Establish and manage annual strategic facility and capital plan budgets that elevate property value, proactively identify cost savings and efficiencies, and contribute to a positive work environment.
  • Manage global 3rd party real estate support to service level agreements, employee food and beverage, workplace technology and key performance indicators, while consistently identifying service gaps and collaborating with local teams for effective resolution.
  • Manage Addepar’s physical security policies in partnership with the Information Security team; ensure compliance with employee health and safety policies in a growing number of jurisdictions.
  • Develop and implement strategy to achieve the highest building tenancy levels through programming that provides stellar in-office employee experiences aligned with local and global programs.
  • Establish and maintain critical relationships with cross functional collaborators, while serving as liaison and consultant to on-site senior leaders for facility and workplace requirements.

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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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

INACTIVE