Client Solutions Associate

About the role

This is not a traditional client support role focused on scripted responses or ticket routing. 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.

What you'll 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
• 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

What you need

• 1–4 yrs of experience
• Portfolio management
• Excel
• B.Tech or B.E. or B.Com

Good to have

• Bloomberg
• SQL
• Python