Responsibilities
Pre-sales support – Provide demos, and explain details of the company Portfolio Analytics product, valuations, market risk an credit risk analytics solutions to clients and prospects. Gather requirements in order to understand prospect solution needs. Provide sample and test reports based on prospect portfolios in order to demonstrate capabilities. Migrate legacy technology workflows into our new platform our Portfolio Analytics
Post-sales support – Analyze detailed client requirements, support the solution implementation process on both the company and Client side. Provide assistance to clients in data and analytics challenges.
Product Development – Work with product managers dev and quants to help manage enhancement requests and define requirements for new and existing features.
Training / Subject Matter Expertise – Provide training and subject matter expertise to sales and account management teams on our platform and our Portfolio analytics products, how our products are used by external customers within trading, risk management and valuation workflows.
Support the onboarding and production of content for clients consuming data files, valuations and market risk reports.
Validate and explain numbers for data files, valuations, risk content.
Implement integration workflows.
Knowledge and Experience
Bachelors Degree in Accounting, Finance, Economics, Mathematics, or related field. (Masters, PHD, MBA or CFA a positive).
5 years of work experience in the investment banking or investment management industry preferably within a front office or risk management derivatives role.
Strong technical understanding derivatives asset classes , OTC derivative instruments and their use within financial management organizations.
Fluency with data, Python, SQL, VBA, Data science, AI and Agentic AI exposure with Claude Code a must, building tools and automating repetitive tasks.
Strong understanding of clients workflows within derivatives trading and risk management.
Drive, initiative, structured thinking, problem solving and decision making, and the ability to work independently.
Strong organization and communication skills with the ability to articulate complex matters simply and summarize them effectively for different types of audiences.
Ability to work comfortably across organizational boundaries, and quickly build relationships and gain credibility with colleagues at multiple levels of seniority in the organization.
