Addepar - AddeGrad Program (2027) - Client Solutions Analyst
Requirements
• BA/BS in Economics, Finance, Mathematics, Business Administration, or a related field with graduation dates between Fall 2026 - Spring 2027. Minors in Computer Science, Data Science, or related fields are nice-to-have but not required • Exceptional organizational and interpersonal skills • Solution-oriented approach and a passion for problem-solving • Proven ability to research, design, and implement solutions for complex problems • Independent, adaptable, and can thrive in a fast-paced environment • Strong desire to gain further understanding of the global wealth management business • Effective communication and interpersonal skills (both written and verbal) • Strong work ethic, proactive and a highly contributing teammate • Strong analytical skills and ability to interpret • Prior internship experience working in finance, technology, and/or consulting is a plus • Experience programming in Python language and/or experience with project management is a plus • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• You’ll Do • You’ll be joining a post-graduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients. • You will begin your journey on the Client Support team where you'll gain in-depth product knowledge as you become an Addepar platform expert working to: • Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar’s clients • Work in complex data sets to identify and resolve data and calculation discrepancies • Collaborate with R&D teams to conduct root-cause analysis; Product and Account Management to manage and maintain client satisfaction. • Help clients use Addepar to the greatest extent through both functional and conceptual instruction • In future rotations, you’ll shift your focus towards other roles within the Services organization to: • Learn how to design solutions and execute project implementations • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction • Prioritize and context-switch effectively to support simultaneous projects • Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand • Effectively communicate project health and status to internal and external senior leadership
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