Arcanaanalytics

Client Solutions Associate

New York, United States. Posted 5 months ago

The role

Client Solutions Associates work with sophisticated investment firms to resolve analytical and operational issues. They support onboarding and implementation workflows to ensure clients are successful using the Arcana platform.

What you will do

  • 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
  • Work with portfolio managers, analysts, operations teams, and risk teams to 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 improve platform capabilities
  • Communicate solutions, platform functionality, and analytical concepts to institutional users

Required qualifications

  • 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
  • Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
  • Experience with Excel and analytical tools

Nice to have

  • Strong academic performance
  • Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms
  • Experience with SQL, Python, or other analytical/programming tools
  • Previous experience supporting institutional clients or enterprise software users

About the company

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures.

Client Solutions Associate at Arcanaanalytics | JobZoey