Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to design and implement solutions for clients using the Addepar platform.
- Company: Addepar, a global data and AI platform transforming investment management.
- Benefits: Gain hands-on experience, mentorship, and career growth in a supportive environment.
- Other info: Exciting 18-month programme based in Edinburgh, starting July 2026.
- Why this job: Make a real impact by helping clients unlock value through innovative financial solutions.
- Qualifications: BA/BS in relevant fields; strong analytical and problem-solving skills required.
The predicted salary is between 30000 - 40000 £ 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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Program Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the 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 - integral to unlocking further career growth and development within the company.
The 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. Client Solutions Analysts have a deep understanding of both finance and technology and take ownership of clients’ success.
What You’ll Do You’ll be joining a postgraduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients. You will begin your journey on the Client Support team where you'll gain in-depth product knowledge as you become an Addepar platform expert working to:
- 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
Who You Are BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, Computer Science, Data Science, or related fields. Graduation dates between Fall 2025 - Spring 2026. 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.
In addition to our core values, 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.
AddeGrad Program (2026) - Client Solutions Analyst in Edinburgh employer: Who We Are Addepar
Contact Detail:
Who We Are Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land AddeGrad Program (2026) - Client Solutions Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching Addepar's platform and its impact on clients. Show us that you understand how our solutions can drive value and be ready to discuss how you can contribute.
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle case studies or hypothetical scenarios during interviews. We want to see how you think on your feet and approach complex challenges.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace AddeGrad Program (2026) - Client Solutions Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Solutions Analyst role. Highlight your analytical skills and any relevant experience in finance or technology. We want to see how you can bring value to our team!
Show Your Passion: Let your enthusiasm shine through! Share why you're excited about the AddeGrad Program and how it aligns with your career goals. We love candidates who are genuinely interested in helping clients succeed.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate candidates who can communicate effectively, as this is key in our client-focused environment.
Apply Through Our Website: Don’t forget to submit your application through our official website. It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Who We Are Addepar
✨Know Your Stuff
Before the interview, dive deep into Addepar's platform and its functionalities. Familiarise yourself with how it integrates financial data and AI insights. This will not only show your enthusiasm but also help you answer questions about how you can contribute to client solutions.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've tackled complex problems, especially in finance or technology. Be ready to discuss how you approached these challenges and what solutions you implemented, as this role is all about identifying and solving client needs.
✨Emphasise Collaboration
Since the role involves working closely with various teams, highlight your teamwork experiences. Share specific instances where you collaborated with others to achieve a common goal, demonstrating your ability to build relationships and work effectively within a team.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the onboarding process, team dynamics, or future projects. This shows your genuine interest in the role and helps you gauge if Addepar is the right fit for you.