About the job
About Us
Addepar is a leading global data and AI platform dedicated to empowering investment professionals by transforming complex financial data into actionable insights. Our platform consolidates portfolio, market, and client data into a comprehensive view, delivering AI-driven intelligence within investment and client workflows. Currently, over 1,400 firms across nearly 60 countries rely on Addepar to manage and advise on approximately $9 trillion in assets. With integration capabilities across nearly 650 software, data, and consulting partners, Addepar enhances investment operations for firms of all sizes and complexities. Our global presence includes offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Program
Joining the AddeGrad Program means engaging in impactful projects that foster your professional development while contributing to our mission. You will receive guidance from supportive managers and collaborate with dynamic teams, alongside an extensive onboarding program designed to prepare you for various career paths within the company. Our vibrant corporate culture and unique company swag add to the experience!
This 18-month structured program offers insights into key functions of the Client Services team and in-depth knowledge of the Addepar platform, which is essential for advancing your career within the organization. You will have the opportunity to collaborate with key stakeholders from our Go-To-Market and R&D teams. After completing the program, you will be well-equipped to pursue further growth in areas such as Client Success or remain within Client Services. The program is set to commence in July 2026.
Onboarding is scheduled for the Summer. We are currently seeking candidates from the UK, specifically hosted at our Edinburgh, Scotland office.
Role Overview
We are on the lookout for a Client Solutions Analyst to become part of our Services Team! In this role, you will design and implement Addepar solutions for new clients. You will be driven by a passion for identifying how Addepar can add significant value to clients' businesses, utilizing your analytical and consulting skills to advise clients on modeling and analyzing their financial instruments and assets. A deep understanding of both finance and technology is crucial, as is the ability to take ownership of clients' success.
