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Supports onboarding and implementation of new clients onto a SaaS platform. Collaborates with clients and internal teams to assess requirements, configure solutions, provide training, communicate project status and risks, troubleshoot issues, and deliver implementation consulting. The role requires accounting knowledge, financial markets familiarity, basic Excel and SQL skills, strong analytical abilities, documentation, communication, organization, and problem-solving skills.

Supports SaaS client onboarding by assessing requirements, configuring solutions, facilitating training, managing implementation relationships, communicating project status, troubleshooting issues, and escalating risks. The role serves clients using accounting, compliance, performance measurement, risk analysis, and reporting capabilities. Candidates need accounting knowledge, analytical and problem-solving skills, strong communication and documentation abilities, Microsoft Office proficiency, and basic Excel skills. SQL and securities or financial markets knowledge are preferred.

Early-career quantitative developer responsible for implementing and testing financial models, calculation libraries, data pipelines, and analytical tooling. The role uses Python, SQL, Excel, statistical methods, and financial market knowledge to develop validated calculations, perform model testing, analyze data, and support internal stakeholders. Candidates need a quantitative master’s degree and strong programming fundamentals; no professional experience is required.

Supports onboarding and implementation of new SaaS clients by gathering requirements, customizing solutions, coordinating with internal teams, delivering platform training, managing project communications, troubleshooting issues, and escalating risks. Provides client consultancy to align implementation objectives with project plans. Requires accounting knowledge, strong analytical and communication skills, attention to detail, Microsoft Office proficiency, and preferably familiarity with SQL, relational databases, and financial markets.

Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, uses internal tools and documentation to resolve issues, manages productivity and quality metrics, and collaborates with internal teams on client-related projects. Requires strong accounting knowledge, communication, organization, attention to detail, and problem-solving skills.

Develop software engineering skills through coding, debugging, code reviews, collaboration, and completion of simple software deliverables. Learn the team’s business domain, apply feedback, manage time effectively, and contribute to software development in a SaaS environment.

Support UX designers in creating user flows, wireframes, prototypes, high-fidelity mockups, design-system components, interaction specifications, and research artifacts. Collaborate with product managers, engineers, UX writers, and content strategists to improve enterprise product experiences. Participate in design critiques, competitive analysis, usability validation, and documentation. Candidates must provide a portfolio demonstrating UX thinking, AI-assisted design efficiency, AI product design, interaction design, and user-centered problem solving.

Engages prospective customers through phone, email, and LinkedIn outreach to address investment reporting concerns and generate new sales pipeline. Researches prospects, identifies compelling events, personalizes communications, participates in business meetings, maintains CRM records, and supports closers through the sales funnel using tools including Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and Highspot.

Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, resolves issues using internal documentation and tools, manages productivity and quality metrics, and collaborates on client and team projects. Requires accounting or finance knowledge, strong communication, organization, attention to detail, and problem-solving skills.

Provides operational and client support for investment accounting and financial reporting matters. Manages inquiries, account setup, compliance tasks, reconciliations, data validation, and issue resolution using internal tools and market data. Builds client relationships, prioritizes work according to quality and productivity metrics, and collaborates on long-term projects. Requires accounting or finance knowledge, strong communication, organization, documentation, attention to detail, and problem-solving skills.