AddeGrad Program (2027) - Client Solutions Analyst

Edinburgh · Edinburgh, Scotland · Remote · Posted Oct 1, 2026

At a glance

The AddeGrad Program is an 18-month step program providing exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform.
Client Solutions Analysts are responsible for designing and implementing Addepar for new clients, advising them on how to model and examine their financial instruments and assets.
The start date for the program will be July 2027, and based from the Edinburgh office.

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, or a related field with graduation dates between Fall 2026 - Spring 2027
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment
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