5 дней назад
AddeGrad Program (2027) - Client Solutions Analyst (Fintech)
68 000 - 68 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AddeGrad Program (2027) - Client Solutions Analyst (Fintech): Designing and implementing Addepar’s investment management platform for new clients through an 18-month Client Services program with an accent on financial data analysis, client onboarding, and cross-functional delivery. Focus on resolving complex data and calculation discrepancies, conducting root-cause analysis, designing client solutions, and supporting successful project implementations.
Location: Salt Lake City, Utah, United States; US candidates only; based from the Salt Lake City office
Salary: $68,000 USD base salary per year, plus bonus, equity, and benefits
Company
provides a data and AI platform that helps investment professionals manage portfolio, market, and client data and generate actionable investment insights.
What you will do
- Participate in an 18-month post-graduate program with rotations across Client Services.
- Support clients by identifying, responding to, and resolving product issues and questions.
- Analyze complex data sets to identify and resolve data and calculation discrepancies.
- Collaborate with R&D, Product, Account Management, Sales, and Partnerships on root-cause analysis and client satisfaction.
- Design solutions and execute implementation projects for new clients on the platform.
- Communicate project health and status while identifying opportunities to improve delivery processes and methodologies.
Requirements
- Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.
- Must be authorized to begin work in the United States on the first day of employment.
- Strong interest in delivering outstanding client experiences in investment management or related software deployments.
- Understanding of finance, technology, and target investment-management markets, or willingness to learn.
- Analytical, consulting, problem-solving, communication, and collaboration skills.
- Ability to prioritize and context-switch across simultaneous projects.
Culture & Benefits
- Supportive manager and collaborative cross-functional teams.
- In-depth onboarding and enablement program.
- Direct exposure to clients and opportunities for career growth after the program.
- Bonus, equity, and benefits in addition to base salary.
- Values include ownership, collaboration, client focus, innovation, and continuous learning.
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