At a Glance
- Tasks: Join our team to design and implement solutions for clients using the Addepar platform.
- Company: Addepar, a global leader in data and AI for investment professionals.
- Benefits: Gain hands-on experience, mentorship, and career growth opportunities in a supportive environment.
- Other info: Exciting 18-month programme starting July 2027 in Edinburgh, with a focus on client success.
- Why this job: Make a real impact by helping clients unlock value through innovative financial solutions.
- Qualifications: BA/BS in relevant fields with strong analytical and problem-solving skills.
The predicted salary is between 58500 - 71500 £ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
The AddeGrad Program offers an 18-month step program providing exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success, or continue within Client Services. The start date for the program will be July 2027, based in our Edinburgh office.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
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.
In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.
What You’ll Do
- 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.
- 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.
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand.
- Connect with clients in a proactive, consultative, and professional manner.
- Effectively communicate project health and status to internal and external senior leadership.
Who You Are
- BA/BS in Economics, Finance, Mathematics, Business Administration, or a related field with graduation dates between Fall 2026 - Spring 2027.
- Exceptional organizational and interpersonal skills.
- Solution-oriented approach and a passion for problem-solving.
- Proven ability to research, design, and implement solutions for complex problems.
- Independent, adaptable, and can thrive in a fast-paced environment.
- Strong desire to gain further understanding of the global wealth management business.
- Effective communication and interpersonal skills (both written and verbal).
- Strong work ethic, proactive and a highly contributing teammate.
- Strong analytical skills and ability to interpret.
- Prior internship experience working in finance, technology, and/or consulting is a plus.
- Experience programming in Python language and/or experience with 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 proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
AddeGrad Program (2027) - Client Solutions Analyst employer: Blumberg Capital Company
At Sharegain, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Customer Success Analyst, you'll benefit from comprehensive training, mentorship opportunities, and the chance to collaborate with cross-functional teams in a fast-paced environment. Located in a vibrant city, we offer a unique opportunity to be part of a mission-driven company that is reshaping capital markets while ensuring every team member's voice is heard and valued.
StudySmarter Expert Advice🤫
We think this is how you could land AddeGrad Program (2027) - Client Solutions Analyst
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We think you need these skills to ace AddeGrad Program (2027) - Client Solutions Analyst
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