Deliver solutions to clients and serve as a liaison across stakeholders
Analyze clients' business problems and processes
Translate success criteria into requirements
Assist in designing solutions that meet clients' goals
Support analytics team and lead client service efforts of intermediate complexity
Requirements
Strong problem-solving abilities
Excellent time management skills
Effective communication capabilities
Keen analytical mind and proficiency in data analysis
Investment management experience
Familiarity with portfolio analysis, performance measurement, and regulatory frameworks
Chartered Financial Analyst (CFA) designation or actively pursuing it is highly valued
Benefits
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
Competitive benefits offering which includes medical, dental, vision, FSA and/or HSA spending accounts, life insurance, disability coverage and generous paid time off.
Participation in Confluence’s 401(k) plan with company-match.
Discretionary bonus program based upon company and personal objectives.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisportfolio analysisperformance measurement