Siepe

Client Services Representative

• Serve as the key liaison between Siepe and our clients, ensuring accuracy, transparency, and trust in all aspects of collateral and credit management.
• Oversee complex financial transactions.
• Guide a high-performing client service team.
• Deliver timely, data-driven reporting that meets both client and regulatory standards.
• Balance analytical precision with exceptional client communication.

Client Services Relationship Manager

Operations

• Read and interpret agent bank notices, settlement documents, credit documents.
• General understanding of governing deal documents, i.e., Indentures, loan agreements, prospectus.
• Generate and review various types of client reporting.
• General understanding of data mapping and reconciliation resolution.
• Manage transactions ensuring all notifications are actioned and communicated accordingly.

Operations Analyst

• Read and interpret all governing deals and credit documents.
• Respond to the needs of clients and other third parties.
• Model payment calculations for various reporting platforms.
• Generate and review various types of client reporting.
• Data mapping and reconciliation resolution.
• Perform quality control review for data, reporting, and other accuracy standards.
• Design efficient quality control metrics and establish performance targets.
• Provide accurate and timely deliverables and client communication.
• Proactively manage daily workflow through client understanding and service level agreements.
• Compile and enforce standard policies and procedures.
• Manage transactions ensuring all notifications are actioned and communicated accordingly.
• Resolve complex credit transactions.

Senior Operations Analyst

Analyst

• Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
• Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
• Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
• Siepe is looking for an experienced individual with a strong business acumen to execute a variety of operational objectives. As a member of the Asset Administration team, you will work closely with our product groups, performing the day-to-day functions, identifying operational improvements, and supporting the various lines of business.

Senior Asset Analyst

Financial Planning and Analysis

• Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
• Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
• Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
• Siepe is seeking an experienced Lead Engineer - Financials to drive the evolution of our document processing pipeline—an integral part of our Financial Intelligence Platform. This role blends hands-on technical expertise with strategic leadership to deliver scalable, high-performance solutions for automated financial document analysis, data extraction, and regulatory reporting for investment management firms.
• This next-generation pipeline ingests, interprets, and transforms complex financial documents—including financial statements, annual reports, and regulatory filings—using a combination of advanced OCR, large language models (LLMs) such as GPT, and workflow automation. It bridges unstructured document formats with structured financial data, enabling institutional clients to unlock real-time insights from regulatory and investor communications.

Client Services Relationship Manager

Operations Analyst

Senior Operations Analyst

Senior Asset Analyst

Lead Engineer, Financials