Senior Risk Consultant

United States
Full Time
Client Experience
Senior Manager/Supervisor

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.



The Role

Using your specialist investment, risk, and systems knowledge, as a Senior Risk Consultant, you will advise and work with a wide range of clients and product development. Work will cover a wide spectrum, including advising and training our clients on how to best use Confluence’s products, and providing ongoing support to ensure that each client is extracting the maximum benefit from the products.


Key Responsibilities

  • Provide product support and content expertise to clients
  • Carry out detailed investigations of any reported issues
  • Full ownership of client cases until closure, with well-defined issues and potential solutions documented
  • Perform Q/A on new software functionalities
  • Test and validate new pricing functions added to the financial library
  • Carry out numerical analyses and testing
  • Draft documentation and numerical examples
  • Proactively manage the client implementation process
  • Provide product training to clients both face to face and via Teams
  • Meet the delivery and ensure all interested parties are kept well informed
  • Manage Client Services testing of any new releases or maintenance releases
  • Ensure a commercial understanding of clients to best support and manage the relationship
  • Keep aware of Confluence’s global strategy, product strategy and be able to communicate this to clients
  • Become an expert on the effective use of Confluence’s product range


Key Communication lines

  • Liaise with Global Client Services teams to ensure an integrated approach to client management
  • Ensure coordination with relevant Sales colleagues to maintain the health of client relationships and identify potential sales opportunities
  • Engage with Development, in conjunction with Client Services teams, to ensure proactive, validated input into Development requirements


Person Specification



  • Good working knowledge of Risk (VaR analysis) and Fixed Income Attribution
  • Strong knowledge of the investment industry
  • Strong understanding of financial products with particular emphasis on Fixed Income and Derivatives
  • Extensive knowledge of Microsoft products, especially Excel
  • Excellent analytical skills and commercial awareness
  • Ability to work in a fast-paced environment
  • Strong communicator, both written and verbal. Proven ability to work and communicate with many different types of people with varying levels of technical ability.
  • Sound knowledge of risk practices with particular focus on VaR, Stress testing, and Liquidity Risk
  • Bachelor’s degree or equivalent or higher in: Finance, Economics, Mathematics, or similar.



  • Previous experience in Asset Management or Financial Services Vendor
  • CFA or FRM Certification
  •  Familiarity with SEC 18F-4 regulations


Company Benefits

  • Pension
  • Private Health Scheme
  • Life assurance, income protection, personal accident and critical illness insurance
  • 5 weeks holiday
  • Access to training and development opportunities
  • Payment of subscription for professional bodies





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