Data Client Services 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 a Data Client Services Intern to join our Services Team! Our team owns the end to end Addepar Data Network client experience, consisting of hundreds of portfolio data feeds used to aggregation financial data. We coordinate with clients, custodial banks, and other data providers to obtain onboard and support client data in a seamless and comprehensive manner.
In addition to the daily operational responsibilities, this intern will help automate, formalize, and help refine Addepar’s data client experience as a whole. This proactive, organized, and operationally savvy individual will play a key role in Addepar’s ability to obtain mission-critical data in a timely way, and serve as a critical player on Addepar’s Data team.
What You’ll Do
- Gain industry and organizational knowledge through daily business interactions and job assignments.
- Develop business, financial and analytical skills needed for a career in global wealth management and financial services.
- Gain exposure to wealth management business, products, services and clients’ financial needs.
- Optimize internal processes and procedures to help scale our growing business
- Interact with Addepar’s world class talent, clients, and external data partners
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 Finance, Business, Information Technology, or a related field.
- 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.