Senior Client Services Associate (UK Based)

Valitana LLC; United States; Remote; USD 93,457 - 133,511; Full time

Benefits offered by this job

Competitive compensation package

Annual performance bonus

Statutory benefits including pension scheme and leave entitlements

Job summary

Valitana LLC is seeking a Senior Associate in Client Services to support their client success team with financial analysis and compliance. This remote role requires 5-8+ years in finance-related fields and advanced Excel skills.

You will work with clients, providing solutions and support for Valitana's Vantage platform. The base salary ranges from GBP 70,000 to 100,000 and includes a competitive benefits package.

Qualifications

• 5-8+ years of experience in Math, Engineering, Finance, or Financial Operations.
• 1+ years management or mentorship experience.
• Familiarity with collateralized loan obligations.

Responsibilities

• Deliver high-quality support to clients such as Hedge Funds and Banks.
• Analyze financial metrics and dive into fixed income and private credit.
• Provide guidance on leveraging Valitana’s Vantage platform.

Skills

Client-facing experience

Advanced Excel functions

Understanding of structured finance

Excellent communication skills

Education

Honours bachelor’s degree (BA/Bsc Hons)

Job description

Position Overview

Valitana is seeking a talented Senior Associate, Client Services to support our client success team in the United Kingdom. The individual in this role will become an expert in Valitana’s multi‑asset class trade and portfolio management system, providing a white glove service to our clients, and helping them maximize the platform’s potential by guiding them through its features and providing solutions for their unique needs.

Responsibilities

• Deliver high‑quality support to Valitana’s clients such as Hedge Funds, Banks, Trustees, Insurance firms, and CLO/ABL Managers.
• Analyze financial metrics and dive into fixed income, private credit, and various deal structures including ABL (Asset‑based Lending) and CLO’s (Collateralized Loan Obligations).
• Assist with maintaining compliance for SMA (Separately Managed Accounts) and compliance for managed deals.
• Provide effective guidance to users on leveraging Valitana’s Vantage platform.
• Use advanced Excel skills to develop spreadsheets for client‑specific needs using the Valitana plugin for data integration and calculations.
• Assist clients in uploading and managing data within the Vantage platform. Build custom metrics and workflows for clients and prospects.
• Light travel may be required and should be no more than 10% for conferences and other work‑related events in or around the UK, EU, and USA area based on firm needs.

Qualifications

• 5-8+ years of professional work experience in a role related to Math, Engineering, Finance, or Financial Operations. Client‑facing experience is required.
• 1+ years management or mentorship experience is highly valued.
• Familiarity with collateralized loan obligations.
• Ability to comprehend complex financial concepts of structured finance products.
• Proficiency in Excel, including advanced functions and data analysis.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Resourceful with the ability to work independently as well as a team.
• Honours bachelor’s degree (BA/Bsc Hons) from an accredited university.
• Python is a plus but not required.

What We Offer

This is a remote position and the base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.

Please note that this role does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.

Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.