Confluence

Associate Client Consultant

Confluence

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • 🇺🇸 United States

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Salary

💰 $95,000 - $120,000 per year

Job Level

JuniorMid-Level

About the role

  • 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
Soft skills
problem-solvingtime managementcommunicationanalytical thinking
Certifications
Chartered Financial Analyst (CFA)
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