Addepar is looking for a Client Operations Intern to help support the Addepar Client Operations Team.  The Intern will work closely with all of our client-facing teams, including Account Management, Solutions Architecture, Project Management, Support, and Training. The role has a dual purpose  - One, to analyze key business processes, identify pain points and inefficiencies, and recommend and implement solutions; and, two, to perform regular operational processes such as FinancialForce project and resource administration.

The Analyst is data-driven and is capable of translating high-level objectives into tactical processes. The Analyst enjoys solving complex problems that require an integrated cross-functional understanding of how technology and people combine to deliver Addepar’s software and services to our clients.They are driven to identify and dig into both technical and client challenges, and work to develop potential solutions to ultimately improve the client experience. The Analyst is highly organized and exceptional at building relationships inside and outside of the team and company. 

Intern Program Dates: May 24 - Aug 13, 2021

Responsibilities

• Partner with the team leads to streamline processes and policies for greater efficiency
• Maintain FinancialForce and Salesforce data hygiene to keep information up-to-date
• Document operational knowledge, issues, processes, and best practices for team
• Own operational workflows to enable client-specific margin tracking 
• Work with external teams (e.g. Finance, Marketing, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
• Develop and deliver internal trainings on processes and best practices

Qualifications

• 3rd or 4th year Student, preferred majors: Business or Business Minor
• Experience and proficiency in Gsuite tools (docs/slides/sheets) or Microsoft Office (Word/PowerPoint/Excel) with a strong familiarity with Gsuite. 
• Experience with Salesforce a plus
• Ability to research and analyze data
• Demonstrate ability to multitask and adapt to change under pressure
• Proactive problem solver with strong attention to detail
• Confident communicator
• Effective time management and prioritization skills

Project definition: The intern will identify one technical/data challenge within Services, design & propose a solution, and then work with Client Ops to roll out the change. This may be a data clean-up, a new feature or a new process. At the end of the Internship, the intern will present a read-out of the challenge & solution as well as any “lessons learned” along the way.

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.