AddeGrad Program (2027) - Client Solutions Analyst
Core
Design and implement Addepar platform solutions for new clients, resolving data discrepancies and providing hands-on support to ensure successful onboarding.
Role type
Junior Client Solutions Analyst (18-month rotational program)
Builds
Client onboarding workflows and data integration solutions for investment management firms
Domain
Financial technology / Investment management
Deliverable
production ML models | product features | client delivery
Required skills
Analytical thinking, consulting skills, data analysis, root-cause analysis, project implementation, cross-functional collaboration, client communication
Preferred skills
Background in investment management or software deployments, understanding of financial instruments
Technologies
Addepar platform
Responsibilities
Resolve client issues and data discrepancies, conduct root-cause analysis with R&D teams, provide functional and conceptual instruction to clients, design and execute project implementations, communicate project status to leadership
Seniority
Entry-level, rotational program
