Client Consultant

Confluence

Senior Client Consultant supporting institutional investment clients using the Paris performance and analytics platform. Managing client relationships with high autonomy and occasional travel.

Posted 4/15/2026full-time🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Supporting institutional investment clients using the Paris performance and analytics platform
Acting as a trusted client partner across performance, attribution, and analytics topics
Managing client relationships with a high level of autonomy and ownership
Occasional travel expected (approximately 10–15%)

Requirements

What you’ll need

Investment industry experience (performance, attribution, analytics, or similar)
Experience with financial technology or investment platforms (Paris strongly preferred)
Bachelor’s degree required (finance, economics, or closely related field)
~3+ years of relevant professional experience
Strong client‑facing skills and the ability to work independently
Professional certifications (CFA, CIPM, or similar) (Nice to Have)
Exposure to QA, project, or product‑related work (Nice to Have)
Strong time‑management and prioritisation skills (Nice to Have)
Natural curiosity and independent thinking (Nice to Have)

Benefits

Comp & perks

Generous Time Off packages including additional half days with each public holiday in your location.
Global Career Development opportunities
Social Events
Referral Bonus scheme - Upto $3,000 per successful referral
Plus many more!

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

performance analyticsattribution analysisfinancial technologyinvestment platformsQAproject managementproduct management

Soft Skills

client-facing skillsindependent worktime managementprioritizationnatural curiosityindependent thinking

Certifications

CFACIPM