Client Solutions Associate

Responsibilities

• Serve as a primary point of contact for client questions, issues, and platform support requests
• Troubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionality
• Support onboarding and implementation projects for hedge funds and asset managers
• Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows
• Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues
• Identify recurring client pain points and provide feedback to improve platform capabilities
• Communicate solutions, platform functionality, and analytical concepts to institutional users

Requirements

• 1–4 years of experience in a client-facing, analytical, or operations role within financial services, fintech, or investment technology
• Strong problem-solving and troubleshooting abilities
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Comfort working with financial concepts, data workflows, and analytical platforms
• Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
• Experience with Excel and analytical tools

Preferred Qualifications

• Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms
• Experience with SQL, Python, or other analytical/programming tools
• Previous experience supporting institutional clients or enterprise software users

About the Company

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures.