AddeGrad Program (2027) - Client Solutions Analyst at Addepar · LumiJobs

Responsibilities

We are currently seeking a Client Solutions Analyst to join our Services Team! Client Solutions Analysts are responsible for designing and implementing Addepar for new clients. They are passionate about identifying how Addepar can unlock significant 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.
Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client's needs and taking a hands-on approach to solving problems.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
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.
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

AddeGrad Program (2027) - Client Solutions Analyst

Responsibilities

Benefits

Company

Addepar

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