Client Consultant

Style Analytics; Pittsburgh (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Generous Time Off packages including +

Global Career Development

Social Events

Referral Bonus scheme - Up to $3,000

Plus many more!

Job summary

Confluence in Pittsburgh is seeking a junior Client Consultant to support clients of one of our 30 software products focused on regulatory reporting. You will liaise with internal and external stakeholders, analyze client processes, translate requirements into design, and help implement effective solutions for investment management clients.

Ideal candidates have a Bachelor's degree, 1–3 years in banking/fintech or internships, and strong Excel/SQL skills. CFA/CIPM/ITIL/FRM are a plus.

Qualifications

• Bachelor's degree in a related field.
• 1-3 years of experience in banking or financial technology (or relevant internship/co-op experience).
• Excel.
• CFA, CIPM, ITIL or FRM is advantageous.
• SQL.

Responsibilities

• Collaborate with clients to understand their business problem, analyze current processes, understand success criteria, translate into requirements, and assist in design to deliver the best implementation.
• Assist across a wide range of stakeholders with strong communication, technology and analytical skills to deliver client solutions.
• Support the delivery of solutions and implementations to meet client goals.

Skills

Excel

SQL

Communication

Analytical skills

Education

Bachelor's degree in a related field

Tools

CFA

CIPM

ITIL

FRM

Job description

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

Location

Pittsburgh, PA

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

This is a junior level role supporting the clients of one of Confluence's 30 software products, focused on regulatory reporting. Knowledge of regulatory reporting is helpful, but not required. Must have some background/knowledge and interest in investment management.

The Client Consultant plays a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external, by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills.

Collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals.

• Bachelor's degree in a related field
• 1-3 years of experience in banking or financial technology (or relevant internship/co-op experience)
• Excel
• CFA, CIPM, ITIL or FRM is advantageous
• SQL

US Citizenship or Permanent Residency (Green Card) is required as we are not able to sponsor visas.

Job Competencies

• Problem‑Solving
• Time Management
• Communication
• Analytical Skills
• Data Analysis
• Project Management
• Customer Service

Benefits

• Generous Time Off packages including additional half days with each public holiday in your location.
• Global Career Development opportunities
• Social Events
• Referral Bonus scheme - Upto $3,000 per successful referral
• Plus many more!

More about the Location

We offer flexible working options for all employees.

Must be commutable to Pittsburgh office.

Values

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Pre-Employment Screening Disclaimer

As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre‑employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

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. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.