Client Service Analyst

London, United Kingdom

Full Time

Mid Level

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

Scope of Responsibility

Delta is an award-wining analytical platform, servicing asset managers and asset owners in the fields of analytics, market risk, performance attribution and portfolio construction. This is a client-facing role within the Delta Client Services team. The core responsibility of the team is the investigation and resolution of client queries relating to the usage of the Delta platform and analytics. Team members are also expected to

Build up an in-depth understanding of the underlying pricing libraries, models and data in order to support our client base
Proactively engage with clients to optimize their use of the Delta product, enhance the service proposition and build client loyalty
Monitor the market, understand the emerging trends, and communicate accordingly to the sales and product management teams

Below are some examples of the type of requests that the team handles:

Investigating and explaining the change over time in a portfolio’s Value at Risk

Explaining how a corporate action has impacted portfolio performance
Configuring client analytics reports and addressing issues with report content
Training clients on how to navigate and optimize their usage of the Delta platform
Guiding clients in relation to the uploading of portfolio positions into Delta

Specific Knowledge/Skills

Excellent verbal and written communication skills in English. Fluency in French or German is an advantage.
Strong analytical and quantitative background with in depth knowledge of topics such as factor risk models, financial derivatives’ pricing models, market risk, performance attribution and portfolio construction/optimization
Advanced problem-solving capabilities with the ability to articulate complicated concepts or methodologies to team members and clients
Ability to remain calm, objective and professional in a fast paced and demanding environment where efficient management of multiple competing tasks is required
Self-starter and highly motivated capable of working effectively on individual tasks in the context of a highly collaborative team environment

Desired Experience/ Qualifications

Degree in Financial Mathematics, Computational Science or Financial Engineering
Relevant experience working in Fintech, sell-side or buy-side firms
Highly proficient skills in Microsoft Office Suite
Experience in working with REST API and SQL is an advantage
FRM or CIPM qualifications are an advantage

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Confluence Privacy Statement

Confluence Privacy Statement - South Africa

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