The AddeGrad Client
Services Program will offer:
18-month program at the
leading fintech compan
Meaningful project(s) that
impact the business with a
supportive manager
In-depth onboarding and
enablement program to set
you up for success
W ho you are
B A/BS in Economics, Finance,
Mathematics, Business
AddeGrad Client Administration or a related field
with graduation dates between
Services Program Fall 2024 - Spring 202
Proven ability to research,
design and implement solutions
for complex problem
Strong desire to gain further
The Addepar platform empowers smarter understanding of the global
wealth management busines
investment decisions and better advice Prior internship experience
Addepar is a global technology and data company that helps investment working in finance, technology
professionals provide the most informed, precise guidance for their clients. and/or consulting is a plus
Hundreds of thousands of users have entrusted Addepar to empower smarter
investment decisions and better advice over the last decade. With client
presence in more than 45 countries, Addepar’s platform aggregates portfolio, Program locations
market and client data for over $6 trillion in assets. Addepar’s open platform We are seeking US and UK
integrates with more than 100 software, data and services partners to deliver
candidates only as the program
a complete solution for a wide range of firms and use cases. Addepar is being hosted out of our Salt
embraces a global flexible workforce model with offices in Silicon Valley,
Lake City, Utah and Edinburgh,
New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. Scotland locations
The program H ow to apply
Addepar is excited to kick-off the AddeGrad Client Services Program to help The program will start in
launch your career. This 18-month rotational program will provide exposure
mid-July 2025. Quali fied
to key functions of the Client Services team and in-depth knowledge of the candidates can apply at
Addepar platform — where you’ll have the ability to partner with key [Link]/careers
stakeholders across our Go-To-Market and R&D teams. Upon completion
of the program, you’ll be prepared to continue growing your career in other
parts of the business, such as Client Success and Product Management,
or continue within Client Services.
The role
We are currently seeking a Client Solutions Analyst to be responsible for
designing and implementing Addepar for new clients. They are passionate
about identifying how Addepar can unlock signi ficant value for clients’
businesses and regularly call upon their analytical and consulting skills in
order to advise clients on how to model and examine their financial
instruments and assets. Client Solutions Analysts have a deep understanding
of both finance and technology and take ownership of clients’ success.
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