At a Glance
- Tasks: Join our team as a Client Solutions Analyst, helping clients maximise the Addepar platform.
- Company: Addepar is a leading financial technology company focused on transforming wealth management.
- Benefits: Enjoy an 18-month programme with hands-on experience, mentorship, and collaboration across teams.
- Other info: This position is based in Edinburgh; relocation assistance is not provided.
- Why this job: This role offers a unique chance to blend finance and tech while making a real impact.
- Qualifications: Ideal candidates are graduating between Fall 2025 - Spring 2026 with a relevant degree.
The predicted salary is between 36000 - 60000 £ per year.
Overview
AddeGrad Program (2026) - Client Solutions Analyst
Edinburgh, UK
Program
This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. You will be part of an 18-month cohort with onboarding and enablement, a supportive manager, and collaboration across Go-To-Market and R&D teams. The start date for the program is July 2026. The program is hosted out of our Edinburgh, Scotland office for UK candidates.
The program offers preparation for roles in Client Success, Product Management, or continued work within Client Services, with opportunities to partner with stakeholders across the company.
The Role
We are seeking a Client Solutions Analyst to join our Services Team. Client Solutions Analysts design and implement Addepar for new clients, helping to unlock value and advising clients on modeling and examining financial instruments and assets. The role requires a deep understanding of both finance and technology and ownership of clients’ success. The ideal candidate will have a strong desire to provide an outstanding client experience in investment management or related software deployments, be self-reliant, and able to collaborate across Sales, Product, and Partnership teams. They should have a strong understanding of target markets or be eager to learn, and be hands-on in solving client needs.
In this role, you will lead the design and oversight for onboarding new clients to the Addepar platform, ensuring solutions fit complex client requirements and are compatible with other Addepar products and services as the offering expands.
What You’ll Do
You’ll join a postgraduate cohort and grow your career in an 18-month program with direct exposure to clients. You will begin on the Client Support team to gain in-depth product knowledge and become an Addepar platform expert, with responsibilities including:
- Provide hands-on support to identify, respond to, and resolve client issues and questions
- Work with complex data sets to identify and resolve data and calculation discrepancies
- Collaborate with R&D teams for root-cause analysis; with Product and Account Management to maintain client satisfaction
- Help clients use Addepar to its fullest through functional and conceptual instruction
In future rotations, you’ll shift toward other roles within the Services organization to:
- Learn how to design solutions and execute project implementations
- Work with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritize and context-switch to support multiple projects
- Identify and drive process improvements as the Addepar platform expands
- Engage with clients proactively in a consultative, professional manner
- Communicate project health and status to internal and external senior leadership
Who You Are
- BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or related field with graduation dates between Fall 2025 - Spring 2026
- Exceptional organizational and interpersonal skills
- Solution-oriented with a passion for problem-solving
- Proven ability to research, design, and implement solutions for complex problems
- Independent, adaptable, and able to thrive in a fast-paced environment
- Strong desire to understand the global wealth management business
- Effective written and verbal communication
- Strong work ethic, proactive and highly contributing teammate
- Strong analytical skills and ability to interpret data
- Prior internship experience in finance, technology, or consulting is a plus
- Experience programming in Python and/or project management is a plus
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
Addepar is an equal opportunity employer. We welcome diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions and promote a welcoming environment where inclusion and belonging are shared responsibilities.
We provide reasonable accommodations in the job application or interview process if needed. Please contact us to request accommodation.
Our Hiring Context
This program is based in Edinburgh, UK and relocation assistance is not offered for this role.
Note
PHISHING SCAM WARNING: This publication does not include any legitimate external interview invitations outside of our standard process. If you have questions, contact TAinfo@addepar.com.
AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK in Basingstoke employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, providing employees with the opportunity to grow through its structured 18-month AddeGrad Program. Located in the vibrant city of Edinburgh, this program not only equips you with in-depth knowledge of the Addepar platform but also offers hands-on experience in client solutions, ensuring a meaningful career path in finance and technology. With a strong emphasis on employee development and a commitment to exceeding client expectations, Addepar is dedicated to creating a supportive environment where diverse ideas and perspectives thrive.
StudySmarter Expert Advice🤫
We think this is how you could land AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK in Basingstoke
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Addepar. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK in Basingstoke
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Addepar.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Addepar's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Addepar
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Addepar.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Addepar will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Addepar employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
