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 topics. Focus on managing client relationships with autonomy and ownership while acting as a trusted partner.

Location: Must be based in or able to work from Pittsburgh or Boston (Hybrid)

Company

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

What you will do

• Support institutional investment clients using the Paris performance and analytics platform.
• Act as a trusted client partner regarding performance, attribution, and analytics.
• Manage client relationships with a high level of autonomy and ownership.
• Collaborate with internal teams to ensure client success and platform effectiveness.
• Travel occasionally (approximately 10–15%) for client engagements.

Requirements

• Must be based in the United States (Pittsburgh or Boston).
• 3+ years of relevant professional experience in the investment industry.
• Experience with financial technology or investment platforms (Paris platform experience is strongly preferred).
• Bachelor’s degree in finance, economics, or a closely related field.
• Strong client-facing skills and ability to work independently.

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 for public holidays.
• Global career development opportunities.
• Referral bonus scheme up to $3,000.
• Social events and a collaborative, value-driven work environment.

Hiring process

• Screening call with the Talent Acquisition team.
• Hiring manager interview.
• Final interview stage.