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Senior Client Services Associate (UK Based) at Valitana - ApplyBlast

Senior Client Services Associate (UK Based)

Valitana

4 months ago

Remote

Full Time

Senior

2 applicants

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About this role

Valitana is seeking a Senior Associate, Client Services to provide white-glove support to institutional investors using the Vantage platform. This role involves analyzing complex financial structures, building custom metrics, and assisting clients with data management in the UK.

Responsibilities

Deliver high-quality support to institutional investors
Analyze fixed income and private credit metrics
Build custom workflows and metrics for clients
Provide guidance on Vantage platform features
Assist clients with data uploading and management

Skills

Qualifications

BSc Honours in MathBSc Honours in EngineeringBSc Honours in Finance

About Valitana

valitana.com

Headquarters

Stamford, Connecticut, United States

Company Size

11-50 employees

Founded

2017

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Valitana is dedicated to providing our clients with robust, intuitive solutions to help them make informed investment decisions and improve operational workflow. Our systems gather and synthesize vast amounts of data throughout the day from the industry's leading data providers, ensuring our clients are operating with the latest available information.

About Valitana

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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Salary

Listed by employer

17% below the average for this role

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