Client Success Analyst, Opto Investments
$80-90k
+ Significant equity
More information about location
Private market access for independent investment advisors
Be an early applicant
Private market access for independent investment advisors
21-100 employees
Be an early applicant
$80-90k
+ Significant equity
More information about location
21-100 employees
Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Role
Who you are
- Strong organization skills and attention to detail
- Ownership in work product
- Quantitative and qualitative analysis skills
- Ability to quickly learn and adapt to new technologies and workflows
- Comfort with ambiguity
- Excellent communication skills and grace under pressure
- 4 year degree in business, finance, economics or related field (or equivalent work experience)
- Experience in the fintech space, preferably having worked at a technology startup and/or a deep understanding of the private markets ecosystem
- Experience in a client facing role
- Base familiarity with building AI solutions or experimentation with AI applications such as ChatGPT, Claude
- Bonus: Experience coding with Python and/or JavaScript
What the job involves
- As the first Client Success Analyst at Opto, you are responsible for owning communication and collaboration of our clients in our software products. In this role, you will be supporting our Diligence AI tooling as we onboard new clients and be a key part of client adoption of software. Diligence AI is a toolkit built by Opto to allow allocators to unlock scale and efficiency with their manager diligence processes
- Working directly with our Diligence AI go to market team to support firms leveraging the toolkit on a daily basis
- Supporting new clients across core client success workflows, from onboarding firms and their data to answering questions and working alongside teams to deepen relationships
- Become a product expert that has comfort in ambiguity, partnering with clients to connect their desired goals with direct software usage
- Partnering with Product teams to refine software use cases from client feedback as well as internal workflows
- Coordinating with internal teams to ensure client needs are addressed quickly and effectively
Application process
- Attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!
- We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application
Our take
For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
Company benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company HQ
NoMad, New York, NY
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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