Addepar-posted 4 months ago
Full-time • Entry Level
Salt Lake City, UT
1,001-5,000 employees

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. 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. A strong corporate culture and cool swag are also included! 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. 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 and Product Management, or continue within Client Services. The start date for the program will be July 2026.

  • 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
  • BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2024 - Spring 2025
  • 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
  • Minors in Computer Science, Data Science, or related fields
  • Prior internship experience working in finance, technology, and/or consulting
  • Experience programming in Python language and/or experience with project management
  • Starting salary of $68,000 (base salary) + bonus + equity + benefits
  • In-depth onboarding and enablement program
  • Supportive manager and collaborative teams
  • Strong corporate culture
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