Client Services Analyst

About Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors.

Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools.

Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows.

With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023.

Position Overview We seek a talented Client Services Analyst to join our Analytics Support team.

The individual in this role will become an expert in Valitana’s CLO Analytics platform, providing white glove support to our clients and prospects.

Helping clients maximize the platform’s potential, guide them through its features, and provide solutions for their unique needs.

Responsibilities Deliver high-quality support to Valitana’s clients and prospects via multiple channels, including web, Excel, and API integrations.

Provide effective guidance to users on leveraging Valitana’s platforms.

Create and maintain detailed video tutorials and written guides for platform features.

Analyze financial metrics and identify ways to improve data presentation.

Develop excel sheets for client-specific needs using the Valitana plugin for data integration and calculations.

Assist clients in uploading and managing data within Valitana’s platforms and build custom metrics for clients.

Qualifications Bachelor's degree in finance, business, or a quantitative field.

The ability to comprehend complex financial concepts.

Proficiency in Excel, including advanced functions and data analysis.

Excellent verbal and written communication skills.

Detail oriented with strong organizational skills. 1-3+ years of client-facing experience is a plus.

We welcome candidates who bring the core tools of the trade - strong analytical thinking, mathematical reasoning, advance Excel abilities, problem-solving agility, and crisp communication and organizational skills.

If you have the foundation, we will equip you with the industry knowledge and platform expertise needed to thrive in our ecosystem.

What We Offer The base salary range for this role is $70,000 to $90,000.

Valitana offers a competitive compensation package which includes base salary and an annual performance bonus.

Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.

Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays.

Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer.

We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.   Powered by JazzHR