AddeGrad Program (2027) - Client Solutions Analyst

Addepar
Salt Lake City
Workplace: OnsiteInternshipUSD 68,000+ annuallyFunction: Communications, PR & CommunitySkills: ["Collaboration","Problem-solving","Communication","Self-reliance"]

Join an 18-month AddeGrad cohort starting July 2027 to build expertise in the Addepar platform and support new-client onboarding. You’ll provide hands-on client support, investigate data and calculation discrepancies, collaborate with R&D on root-cause analysis, and help clients adopt Addepar through practical and conceptual guidance. Rotations will expand your skills in solution design, project implementations, and improving services processes.

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FursaFursa
Addepar
Addepar
2 days ago

AddeGrad Program (2027) - Client Solutions Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Join an 18-month AddeGrad cohort starting July 2027 to build expertise in the Addepar platform and support new-client onboarding. You’ll provide hands-on client support, investigate data and calculation discrepancies, collaborate with R&D on root-cause analysis, and help clients adopt Addepar through practical and conceptual guidance. Rotations will expand your skills in solution design, project implementations, and improving services processes.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Internship
Job Function: Communications, PR & Community
Seniority: Intern level

Key Responsibilities

  • •Lead the design and oversight for new clients onboarding to the Addepar platform, fitting solutions to complex client requirements.
  • •Ensure client solutions are compatible with other products and services in the Addepar ecosystem.
  • •Provide hands-on support to identify, respond to, and resolve client issues and questions.
  • •Work in complex data sets to identify and resolve data and calculation discrepancies.
  • •Collaborate with R&D on root-cause analysis and communicate project health and status.

Pay and Benefits

Salary: USD 68,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Strong interest in delivering an outstanding client experience in investment management or software deployments related to the domain.
  • •Hands-on approach to solving problems, with self-reliance and the ability to collaborate across teams.
  • •Ability to work with complex data sets to identify and resolve data and calculation discrepancies.
  • •Deep understanding of finance and technology, plus a willingness to learn Addepar target markets.
  • •Clear communication of project health and status to internal and external leadership.
Skills:CollaborationProblem-solvingCommunicationSelf-reliance
Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn