Client Solutions Associate

Summary

Arcana is a portfolio intelligence platform for hedge funds and asset managers that helps analyze performance, risk, and portfolio exposures. The Client Solutions Associate will support institutional clients by resolving platform and analytical issues, assisting with onboarding and implementation, and collaborating with product, engineering, and data teams to improve client workflows and user experience.

Responsibilities

• 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
• Support onboarding and implementation projects for hedge funds and asset managers using Arcana’s platform
• 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
• Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience
• Clearly communicate solutions, platform functionality, and analytical concepts to institutional users

Skills

• * 1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology
• * Strong problem-solving and troubleshooting abilities with high attention to detail
• * Excellent communication and interpersonal skills
• * Ability to manage multiple client requests and priorities in a fast-paced environment
• * Strong organizational skills and ownership mentality
• * Comfort working with financial concepts, data workflows, and analytical platforms
• * Demonstrated interest in financial markets, portfolio management, or investment technology
• * Ability to collaborate effectively with clients, product managers, engineers, and data teams
• * Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
• * Experience with Excel and analytical tools required
• * Strong academic performance preferred
• * Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
• * Previous experience supporting institutional clients or enterprise software users is a plus
• * Experience with SQL, Python, or other analytical/programming tools is beneficial but not required

Qualifications

Must Haves

• * 1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology
• * Strong problem-solving and troubleshooting abilities with high attention to detail
• * Excellent communication and interpersonal skills
• * Ability to manage multiple client requests and priorities in a fast-paced environment
• * Strong organizational skills and ownership mentality
• * Comfort working with financial concepts, data workflows, and analytical platforms
• * Demonstrated interest in financial markets, portfolio management, or investment technology
• * Ability to collaborate effectively with clients, product managers, engineers, and data teams
• * Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
• * Experience with Excel and analytical tools required

Nice to Haves

• * Strong academic performance preferred
• * Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
• * Previous experience supporting institutional clients or enterprise software users is a plus
• * Experience with SQL, Python, or other analytical/programming tools is beneficial but not required

Benefits

• Remote work option