Strategic Initiatives & Client Operations Analyst jobs in United States
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Addepar · 4 days ago

Strategic Initiatives & Client Operations Analyst

positionNYC Metro Area
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$75K/yr - $117K/yr
date2+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Strategic Initiatives & Client Operations Analyst will support the GTM Strategic Initiatives by driving projects and change management initiatives that enhance operational efficiency across teams.

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Bring analytical rigor and creative problem-solving to support transformational, cross-functional strategic and operational initiatives
Analyze sales, project, and other data to provide insights to leadership on opportunities for growth, process improvement, and resource allocation
Build and document new or updated GTM processes, acting as a steward for change management to define clear ownership handoffs and measure impact
Take ownership of projects - create plans, track milestones, manage dependencies, and identify risks and roadblocks to obtain cross-functional buy-in and drive execution
Work closely with GTM leaders to identify opportunities for efficiencies in organizational processes, resolve challenges to optimize results, and create a culture of collaboration and continuous improvement
Help enable decision-making and communications for GTM leadership

Qualification

Analytical skillsProcess optimizationProject managementExcel/Google SheetsBI toolsCommunication skillsTeam-orientedProblem-solvingSelf-starter

Required

Curious, proactive, and team-oriented with a bias towards action
A self-starter with a 'how can we get better' mindset, interested in identifying opportunities for efficiencies in organizational processes
Excited about solving hard problems in a fast-paced and fluid environment, while maintaining high attention to detail and a commitment to following through
Someone with a proven track record of project management and planning skills, or the ability to translate complex, ambiguous strategies into clear, actionable process diagrams and Standard Operating Procedures
Strong analytical and quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights. Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Databricks or other analytics platforms, is a plus
Effective and efficient communicator, capable of building bridges across GTM, G&A and R&D teams, and comfortable interacting with senior stakeholders
2-4 years of experience in consulting or strategy and operations roles, where you've demonstrated excellence in process optimization and stakeholder management
Bachelor's degree or equivalent
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
Vitruvian Partners,WestCapD1 Capital PartnersWestCap
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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Company data provided by crunchbase