Senior Client Services Associate

🔥 12 minutes ago

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Valitana

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Valitana is a financial software company that provides a unified, real-time analytics and portfolio management platform purpose-built for structured credit products (CLOs, CMBS, ABS) and multi-asset OMS/PMS workflows. The platform offers pre-trade analytics, cash-flow projections, compliance testing, trade and portfolio management, workflow automation, Excel integrations, and API-first connectivity to replace fragmented legacy systems for institutional investors, hedge funds, asset managers, and CLO managers.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions • Statutory annual leave • Statutory sick pay • Statutory family leave entitlements • Annual performance bonus