Senior Client Consultant (Fintech)

TL;DR

Senior Client Consultant (Fintech): Supporting institutional investment clients using the Paris performance and analytics platform with an accent on performance, attribution, and analytics. Focus on managing client relationships independently and acting as a trusted partner to solve complex investment data challenges.

Location: Hybrid in Montreal, Canada

Company

A leading global technology solutions provider helping the investment management industry solve complex investment data challenges across the front, middle, and back office.

What you will do

• Support institutional investment clients utilizing the Paris performance and analytics platform.
• Act as a trusted client partner specializing in performance, attribution, and analytics topics.
• Manage client relationships with a high degree of autonomy and ownership.
• Conduct occasional travel (approximately 10–15%).

Requirements

• Investment industry experience focusing on performance, attribution, or analytics.
• Experience with financial technology or investment platforms (Paris platform strongly preferred).
• Bachelor’s degree in finance, economics, or a closely related field.
• Approximately 3+ years of relevant professional experience.
• Strong client-facing skills and the ability to operate independently.
• Must be based in Montreal, Canada

Nice to have

• Professional certifications such as CFA or CIPM.
• Exposure to QA, project, or product-related work.
• Strong time-management and prioritization skills.

Culture & Benefits

• Generous time off packages, including additional half days with public holidays.
• Global career development opportunities.
• Company social events and a referral bonus scheme of up to $3,000.
• Flexible working options for all employees.

Hiring process

• Screening call with the Talent Acquisition Team.
• Interview with the Hiring Manager.
• Final interview stage.