The Role
Provide expert, client-facing support for institutional clients using Valitana's Vantage platform. Analyze fixed income and structured finance metrics, assist with compliance and data uploads, build custom workflows and Excel solutions, and deliver white‑glove service to maximize platform value. Occasional travel (≈10%) for conferences and events.
Summary Generated by Built In
About ValitanaValitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.Position OverviewValitana 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
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.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.Position OverviewValitana 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.
- 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.
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.
Skills Required
- 5-8+ years professional experience in Math, Engineering, Finance, or Financial Operations; client-facing experience required
- Honours bachelor's degree (BA/BSc Hons) from accredited university
- Proficiency in Excel, including advanced functions and data analysis
- Familiarity with collateralized loan obligations (CLOs) and structured finance products
- Ability to comprehend complex financial concepts of structured finance products
- Experience assisting with SMA and managed-deal compliance
- Excellent verbal and written communication skills
- Detail oriented with strong organizational skills
- Resourceful and able to work independently and as part of a team
- Client-facing senior-level experience; 1+ years management or mentorship experience is highly valued
- Python (listed as a plus)
- Existing right to work in the United Kingdom (no visa sponsorship)
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The Company
What We Do
Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management. Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most. Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.
