Actuarial Analyst
Marsh McLennan
PythonSpringSQL
Client Solutions Analyst
Addepar
full-time
Posted on:
Location Type: Office
Location: Salt Lake City • Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $68,000 per year
Job Level
Mid-LevelSenior
Tech Stack
PythonSpring
About the role
- Design and implement Addepar for new clients; lead client onboarding and solution design
- 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, Product, and Account Management teams to conduct root-cause analysis and maintain client satisfaction
- Help clients use Addepar through both functional and conceptual instruction
- Learn to design solutions and execute project implementations in future rotations
- 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 processes and standard methodologies
- Connect with clients proactively in a consultative and professional manner
- Effectively communicate project health and status to internal and external senior leadership
Requirements
- BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or related field with graduation dates between Fall 2025 - Spring 2026
- Minors in Computer Science, Data Science, or related fields are nice-to-have but not required
- 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 able to 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 data
- Prior internship experience working in finance, technology, and/or consulting is a plus
- Experience programming in Python and/or experience with project management is a plus
- Applicants must be currently authorized to work in the United States without the need for visa sponsorship now and in the future
Benefits
- $68,000 base salary (stated) + bonus + equity + benefits
- In-depth onboarding and enablement program
- Supportive manager and collaborative teams
- 18-month AddeGrad rotational program with career development and advancement opportunities
- Strong corporate culture and company swag
- Exposure to clients and cross-functional teams
- Reasonable accommodation for individuals with disabilities
- Equal opportunity employer
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Pythondata analysisproblem-solvingsolution designproject implementationroot-cause analysisdata interpretationproject management
Soft skills
organizational skillsinterpersonal skillscommunication skillsadaptabilityteamworkproactivityanalytical skillsconsultative approach
