Direct Solutions Architect Intern
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 Direct Solutions Architect Intern to join our Services Team! Direct Solutions Architects are responsible for designing and implementing Addepar for new clients. They are focused on 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. Solutions Architects have a deep understanding of both finance and technology, take ownership of clients' happiness and excel at project management.
Our ideal intern candidate has a strong desire to provide a superior 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. He or she must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates also possess the technical skills to take a hands-on approach to learning the functions of our organization.
What You'll Do
- Help on simultaneous projects, ensuring project collateral and documentation is up-to-date and adds value
- Communicate project health and status to internal and external senior leadership
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands
- Develop pre-configured templates and improve project collateral, ensuring all engagements adhere to our gold standard
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
- Currently pursuing a BA/BS in Economics, Finance, Business Administration or a related field with a desire to
- Exceptional organizational and interpersonal skills
- Problem-solving and analytical skills, to hunt down a problem and find the solution
- Must be a self-starter, resourceful, and capable of multitasking
- Strong desire to gain further understanding of the global wealth management business
- Effective communication and interpersonal skills (both written and verbal)
- Ability to work on a team
- Strong analytical skills and ability to interpret
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.
Unfortunately, at this time we cannot accept Colorado applicants.