Client Solutions Associate

3 мес. назад

USAMiddle

client supporttroubleshootingonboardingimplementationissue resolution

Support institutional investor clients with portfolio analytics platform onboarding, issue resolution, and implementation.

Serve as a primary point of contact for client questions, issues, and platform support requests
Troubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionality
Support onboarding and implementation projects for hedge funds and asset managers using Arcana’s platform
Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questions
Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues
Help improve internal support processes, documentation, and client workflows
Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience
Clearly communicate solutions, platform functionality, and analytical concepts to institutional users

1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology
Strong problem-solving and troubleshooting abilities with high attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple client requests and priorities in a fast-paced environment
Strong organizational skills and ownership mentality
Comfort working with financial concepts, data workflows, and analytical platforms
Demonstrated interest in financial markets, portfolio management, or investment technology
Ability to collaborate effectively with clients, product managers, engineers, and data teams
Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
Strong academic performance preferred
Experience with Excel and analytical tools required
Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
Experience with SQL, Python, or other analytical/programming tools is beneficial but not required
Previous experience supporting institutional clients or enterprise software users is a plus

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring driven problem solvers who want to help shape the future of investment technology.
This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical and operational issues, support onboarding and implementation workflows, and ensure clients are successful using Arcana’s platform.
If you enjoy solving problems, working closely with institutional investors, and operating at the intersection of finance, analytics, and technology, we’d love to talk.
Open to New York, Chicago, or Remote