Client Strategy and Operations Intern (Summer '22)
Who We Are
Addepar's mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
Being a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!
At the moment, our 12 week internship experience is remote. Dates are currently set for May - August, 2022 but please consult with your recruiter. Seeking US and Canadian students only.
The Role
We are currently seeking an Client Operations Intern to join our Services Team! This Intern will work closely with all of our client-facing teams, 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 intern is data-driven and is capable of translating high-level objectives into tactical processes. He/She 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. This individual is highly organized and exceptional at building relationships inside and outside of the team and company.
What You'll Do
- 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
Who You Are
- Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
- Available to intern for the full 12 weeks
- 3rd or 4th year Student, preferred majors: Business or Business Minor
- Experience and proficiency in G Suite tools (docs/slides/sheets) or Microsoft Office (Word/PowerPoint/Excel) with a strong familiarity with G Suite.
- 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
About Addepar
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named 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, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.