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.ResponsibilitiesServe as a primary point of contact for client questions, issues, and platform support requestsTroubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionalitySupport onboarding and implementation projects for hedge funds and asset managers using Arcana’s platformWork closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questionsCoordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issuesHelp improve internal support processes, documentation, and client workflowsIdentify recurring client pain points and provide feedback to help improve platform capabilities and user experienceClearly communicate solutions, platform functionality, and analytical concepts to institutional usersRequirements1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technologyStrong problem-solving and troubleshooting abilities with high attention to detailExcellent communication and interpersonal skillsAbility to manage multiple client requests and priorities in a fast-paced environmentStrong organizational skills and ownership mentalityComfort working with financial concepts, data workflows, and analytical platformsDemonstrated interest in financial markets, portfolio management, or investment technologyAbility to collaborate effectively with clients, product managers, engineers, and data teamsQualificationsBachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related fieldStrong academic performance preferredExperience with Excel and analytical tools requiredFamiliarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plusExperience with SQL, Python, or other analytical/programming tools is beneficial but not requiredPrevious experience supporting institutional clients or enterprise software users is a plusLocationOpen to New York, Chicago, or Remote