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
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