AddeGrad Program (2026) - Client Solutions Analyst

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. Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client's needs and taking a hands-on approach to solving problems. 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. 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. 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 In future rotations, you’ll shift your focus towards other roles within the Services organization to: 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, 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