Technical Client Services Analyst - Action Technology : Job Details

About the Company

Our client is a financial technology firm, providing SAAS solutions to institutional investors. Their first product offering (since 2018) is an industry-leading CLO (collateralized loan obligation) analytics platform used by numerous firms to help with their investment analysis of CLOs bonds. Their second product offering (since 2022) is a trade and portfolio management platform for all asset classes.

A successful candidate for this role should be able to familiarize themselves with client's portfolio management platform and provide clients and prospects with the information needed to successfully utilize client's portfolio management platform. The candidate should have excellent communication skills, both written and verbal, enabling them to explain to clients how features in the platform are used and how different data points are designed. The candidate should be detail-oriented, can multi-task, and should quickly grasp new financial concepts presented to them. Proficiency with Excel is a must. The individual in this role could potentially build out dynamic Excel sheets using client's Excel plugin. The individual in this role could potentially build custom metrics for clients using Python.

Key Responsibilities

• Provide high quality support for clients and prospects.

• Guide users through ways to better leverage offerings.

• Create and update video guides and written guides on how to use software platforms.

• Deep dive into data on the platform and figure out how data is connected across the platform.

• Create Excel sheets based on client requests using the plugin to pull in data and run calculations.

• Help clients with uploading various data into platforms.

• Create custom metrics for clients using Python.

• Support clients via Web, Excel, and API.

Qualities of Successful Candidates

• Ability to communicate professionally with clients

• Attention to detail

• Understands new concepts quickly

• Ability to combine data to create desired metrics.

• Ability to keep track of all clients and their requests

Preferred Skills and Experience

• General familiarity of financial concepts across multiple asset classes

• Experience in a financial operations role at a buy side or sell side firm

• Experience supporting clients

• Experience with Excel

• Basic knowledge of Python (optional)