Senior Consultant - Risk

  • London, United Kingdom
  • Full Time
  • Mid Level

Company Overview

Confluence is a global technology solutions provider delivering innovative products to the worldwide money management industry, to meet asset managers and service providers performance, reporting, analytics, risk and data needs. With the recent acquisition of StatPro, Confluence offers its clients a broader range of data-driven managed investment solutions including post-trade regulatory and shareholder reporting, performance and attribution, portfolio analytics, and asset data services and data management, delivering a full technology suite to the front, middle and back office.  Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 39 countries, with locations across Europe, North America, South Africa, Australia and Asia.



Perform the following responsibilities at a senior level:

  • Deliver assigned tasks/projects and tickets (as applicable) on time and to the defined quality standards.
  • Assist intermediate and associate level colleagues in the delivery of assigned work. Provide technical and subject matter guidance.
  • Utilize the Confluence solutions, tools and processes to meet the requirements of internal and external customers.
  • Demonstrate in-depth product competency and ability to implement best practices, share this knowledge with colleagues and customers. 
  • Shape and define work priorities and stakeholder deliverables.  Be a key contributor to the successful delivery of identified tasks.
  • Act as day to day point of contact for clients/vendors/partners and as a escalation point for team members, managers and external stakeholders/partners(as applicable).
  • Analyze, research and resolve complex issues both independently and through interaction with clients, colleagues and other departments.  Assist other team members in these activities.
  • Demonstrate a in-depth working knowledge of company processes and assist in initiatives related to continuous improvement of these processes.
  • Independently provide solution design, configuration, testing and documentation to internal stakeholders to ensure governance standards are adhered to.
  • Flexible work hours to support 24/7 client coverage.  (some positions may require a different working pattern).
  • Communicate with stakeholders/partners in a competent and professional manner at all times.
  • Mentor and train associate and intermediate colleagues as assigned.  Act as a good example for colleagues to emulate.
  • Assist business development team with pre-sales activities and RFPs.
  • Stay up-to-date on industry and job-related trends and best practices to maintain alignment with product vision
  • Other duties as assigned


Perform the following skills at a senior level:

  • Advanced problem-solving capabilities with the ability to apply these to Confluence data driven investment management solutions as a subject matter expert.
  • Detail oriented, organized and capable of successfully managing timelines and quality of individual functions and team assignments.
  • Ability to handle multiple priorities and tasks as well as work with team members and external stakeholders/partners to load-balance work and priorities consistent with corporate and functional goals.
  • Ability to assess stakeholder requirements and translate into appropriate solutions or recommendations with supporting analysis and details.
  • Ability to identify and implement improvements to existing capabilities (such as processes, solutions, best practices.)
  • Self-starter, independent learner with the ability to make sound tactical decisions in alignment with corporate priorities and cross-functional initiatives.
  • Ability to remain calm, objective and professional in a fast paced and demanding environment.
  • Acts as a subject matter expert in financial risk and analystics, working both collaboratively and autonomously.
  • Excellent written and oral communication skills with the ability to translate and tailor complex subject matter to team members, stakeholders/partners and clients.
  • Highly proficient skills in Microsoft Office Suite.

System Knowledge

Highly Proficient in:

  • Excel and other office suite products
  • Subject matter expert in risk & compliance, performance, data and financial/regulatory reporting


  • Writing and/or troubleshoot SQL, Scripting and reports issues as applicable.
  • Understand the  underlying data model used by the solutions

Education & Experience

  • Bachelors degree in related field or equivalent work experience.
  • Detailed investment risk knowledge
  • Demonstrate client delivery/interaction ability.
  • Track record of leading client experience and seeing the bigger picture operational picture – process engineering, requirements mapping.

FinTech Knowledge

5 + years Industry experience, or:

Highly Proficient (as required):

  • Excel skills
  • Financial market knowledge / asset management /investment fundamentals/ market data
  • Fintech knowledge
  • Business analysis
  • Other skills as required.

Nice to have:

  • FRM
  • CIPM

We are committed to providing equal opportunities regardless of age, gender, religion or ethnic origin and we give full and fair consideration to the employment and career development of disabled persons, commensurate with their aptitudes and abilities.

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