Client Solutions Associate

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring driven problem solvers who want to help shape the future of investment technology.

This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical and operational issues, support onboarding and implementation workflows, and ensure clients are successful using Arcana’s platform.

If you enjoy solving problems, working closely with institutional investors, and operating at the intersection of finance, analytics, and technology, we’d love to talk.

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 using Arcana’s platform

Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questions

Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues

Help improve internal support processes, documentation, and client workflows

Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience

Clearly communicate solutions, platform functionality, and analytical concepts to institutional users

Requirements

1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology

Strong problem-solving and troubleshooting abilities with high attention to detail

Excellent communication and interpersonal skills

Ability to manage multiple client requests and priorities in a fast-paced environment

Strong organizational skills and ownership mentality

Comfort working with financial concepts, data workflows, and analytical platforms

Demonstrated interest in financial markets, portfolio management, or investment technology

Ability to collaborate effectively with clients, product managers, engineers, and data teams

Qualifications

Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field

Strong academic performance preferred

Experience with Excel and analytical tools required

Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus

Experience with SQL, Python, or other analytical/programming tools is beneficial but not required

Previous experience supporting institutional clients or enterprise software users is a plus

Location

Open to New York, Chicago, or Remote