AddeGrad Program (2027) - Client Solutions Analyst

We need to output HTML fragment with sections: About the role? Actually we have "Who We Are", "The Program", "The Role", "What You’ll Do", "Addepar takes a market-based approach to pay..." etc. Also "Our Values". We need to use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map content to appropriate headings. The posting includes: - Who We Are: description of company. - The Program: description of AddeGrad Program. - The Role: description of Client Solutions Analyst role. - What You’ll Do: responsibilities (list of duties). - Pay: base salary range info. - Benefits: not explicitly listed; only mention compensation includes base salary + bonus + equity + benefits, but no specific benefits. Should we include Benefits section? The rule: include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Since benefits are not detailed, we should not create Benefits section. Similarly Schedule not mentioned. Pay: we have base salary range $68,000—$68,000 USD (same min and max). That's specific content, so we can include Pay section. - Requirements/Qualifications: The posting includes "Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship..." and "Seeking US candidates only." Also "Specific to US candidates, this program is being hosted out of our Salt Lake City location." Also "The start date for the program will be July 2027, and based from our SLC office." Also "Onboarding dates are currently set for the summer season, but please consult with your recruiter." Also "Ideal candidate has a strong desire to provide an outstanding client experience..." etc. Those could go under Requirements or Qualifications. We need to decide. We have "What You’ll Do" which is responsibilities. So we can have a Responsibilities section (

Responsibilities

) with

• items. We also have "The Program" maybe could be About the role? Actually "About the role" could be summary of role. But we already have The Role description. Could map "The Role" to About the role? But we need to use headings exactly as given examples? The instruction: use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples; we can use those headings if appropriate. We should use those headings where content matches. Thus we could have:

  About the role

  (maybe combine Who We Are and The Program? Actually About the role likely describes the role itself. Could use The Role content. But we also have Who We Are (company overview). Could be a separate section like "About Addepar" but not in list. Since only allowed headings are those examples, we might not add extra headings. However instruction: "use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests to use those. Safer to stick to those headings. Thus we need to map content to those headings. Possible sections: - About the role: description of role (Client Solutions Analyst) and maybe program overview. - Responsibilities: bullet list from "What You’ll Do". - Requirements: eligibility (US work auth, location, start date, etc.) plus maybe desired qualifications (strong desire to provide outstanding client experience, analytical skills, etc.) - Qualifications: maybe education? Not explicitly given. Could be omitted if no specific content. - Skills: maybe analytical and consulting skills, understanding of finance and technology, self-reliance, collaboration, etc. - Pay: base salary range. - Benefits: not detailed, skip. - Schedule: not detailed, skip. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from posting. Let's extract substantive info: Who We Are: - 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. - Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. - Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. 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. - 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, or continue within Client Services. - The start date for the program will be July 2027, and based from our SLC office. - Onboarding dates are currently set for the summer season, but please consult with your recruiter. - Seeking US candidates only. - Specific to US candidates, this program is being hosted out of our Salt Lake City location. 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. - 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 be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do: - You’ll be joining a post-graduate 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. Pay: - Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. - The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. - Compensation for this role includes base salary + bonus + equity + benefits. - Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. - The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. - Compensation for this role includes base salary + bonus + equity + benefits. - Your recruiter can share more about the specific salary range for your preferred location during the hiring process. - Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. - Base Salary Range $68,000—$68,000 USD 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. - PHISHING SCAM WARNING: ... (we should remove boilerplate like scam warning, EEO, legal, etc.) According to instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we must remove the EEO statement and scam warning. Also remove duplicated lines (like the pay paragraph duplicated). We need to keep substantive info but not duplicate. Thus we need to deduplicate: The pay paragraph appears twice; we should keep one version with essential info. Also the compensation line appears twice; keep one. Now we need to decide which sections to output. Potential sections:

  About the role

  - could contain description of role and program? Might be too much. Maybe better to have

  About the role

  for role description (Client Solutions Analyst) and

  The Program

  not in list. But we could incorporate program details into About the role or Responsibilities?