Senior Client Consultant

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Department:

Client Experience

Job Summary

Boston OR Pittsburgh
Why Confluence

At Confluence weve always been driven by a commitment to innovation precision and partnership in the investment data space. Our global footprint now spans multiple countries giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team



Were Hiring: Senior Client Consultant (Paris)

Were looking for a Senior Client Consultant to join our team and support clients using the Paris investment performance platform.
This is a senior clientfacing role designed for someone who can operate with independence credibility and confidence from day one.

What Youll Be Doing

  • Supporting institutional investment clients using the Paris performance and analytics platform
  • Acting as a trusted client partner across performance attribution and analytics topics
  • Managing client relationships with a high level of autonomy and ownership

Travel

  • Occasional travel expected (approximately 1015%)



What skills and experience do I need to succeed


What Were Looking For (Essential)

  • Investment industry experience (performance attribution analytics or similar)
  • Experience with financial technology or investment platforms (Paris strongly preferred)
  • Bachelors degree required (finance economics or closely related field)
  • 3 years of relevant professional experience
  • Strong clientfacing skills and the ability to work independently

Nice to Have

  • Professional certifications (CFA CIPM or similar)
  • Exposure to QA project or productrelated work
  • Strong timemanagement and prioritisation skills
  • Natural curiosity and independent thinking


What do we offer


Confluence offers generous benefit packages for team members. As a growing global organization we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

Generous Time Off packages including additional half days with each public holiday in your location.
Global Career Development opportunities
Social Events
Referral Bonus scheme - Upto $3000 per successful referral
Plus many more!
More about the Location
We offer flexible working options for all employees.
#LI-Hybrid- in one of our Boston or Pittsburgh Locations.
Values
We look for people who align with our 4 values.
Integrity
Face reality with honesty courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include but are not limited to criminal record checks or financial background checks where applicable.

Required Experience:

Senior IC

Boston OR Pittsburgh Why Confluence At Confluence weve always been driven by a commitment to innovation precision and partnership in the investment data space. Our global footprint now spans multiple countries giving our employees the opportunity to get exposure to other countries and cultures. And...
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Key Skills

  • Abinitio
  • Business Analysis
  • Logistics & Procurement
  • Client Services
  • Business Analytics

About Company

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We are are a global leader in data-driven investment management solutions delivering products and services to optimize efficiency and control.

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