Responsibilities- Lead onboarding and implementation projects for hedge funds and asset managers using Arcana's portfolio intelligence platform
- Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
- Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
- Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
- Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
- Clearly communicate analytical insights and platform functionality to sophisticated institutional users
Requirements- 2-5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
- Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution
- Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts
- Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients
- Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
- Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
- Highly organized, detail-oriented, and comfortable operating in a fast-paced environment
- Ability to work cross-functionally with clients, product managers, engineers, and data teams
Qualifications- Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
- Strong academic performance, 3.7+ GPA
- Experience with Excel and analytical tools required
- Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
- Experience with Python, SQL, or other analytical/programming tools is beneficial but not required
- CFA, FRM, or related certifications are a plus
Open to New York, Chicago, or Remote
