AddeGrad Program (2027) - Client Solutions Analyst
Core
18-month post-graduate rotation program for new hires to gain exposure to Client Services, Client Support, and project implementation functions within the Addepar platform.
Role type
Post-graduate rotation program participant (Client Solutions Analyst)
Builds
Client onboarding solutions and platform implementations for investment management firms
Domain
Financial technology / Wealth management
Deliverable
client delivery
Required skills
Analytical skills, problem-solving, data interpretation, project management, Python programming, finance/technology/consulting domain knowledge (via careerplan.io/jobs/8756273002-addegrad-program-2027-client-solutions-analyst-at-addepar1)
Preferred skills
Internship experience in finance/tech/consulting, Python programming, project management
Technologies
Python
Responsibilities
Provide hands-on support to resolve client issues and data discrepancies, collaborate with R&D and Product teams on root-cause analysis, design and execute project implementations for new clients, communicate project status to leadership
Seniority
Entry-level (Post-graduate cohort)