Client Delivery Manager, Landytech
Investment Reporting, B2B SaaS Fintech
+ Stock Options
2-5 days a week in office
Investment management platform
Open for applications
Investment management platform
101-200 employees
Open for applications
+ Stock Options
2-5 days a week in office
101-200 employees
Company mission
To empower asset stakeholders by revolutionising access to investment data and insights in one central platform.
Role
Who you are
- You have 3+ years of client solutions experience in Financial Services or Fintech with an emphasis on reporting, business intelligence or data visualisation
- You have some experience as a line manager or a strong desire to take on this challenge as the next step in your career
- You have a working understanding of portfolio management and investment strategies, as well as understanding of the main types of financial instruments. Strong knowledge of private market investments and analysis is a plus
- You have a proven track record of managing or contributing to multiple complex projects, setting priorities, meeting deadlines
- You are extremely strong using tools such as Excel and SQL to extract, manipulate and summarise data. Programming knowledge is a plus
- You are a great listener and you anticipate clients’ needs
- You are analytical and you have a strong ability to summarize and synthesize detailed information
- You have excellent verbal & written communication skills, as well as outstanding client and stakeholder management skills
- You are fluent in English, any other European language is a plus
What the job involves
- The Client Delivery Manager (Investment Reporting) plays a key role within the team and will be responsible for collaborating with our diverse set of clients to understand their use cases and delivering reporting and analytics solutions
- They then design reporting solutions, working with the client, their team, and internal teams within Data and Product, to build and deliver these solutions through our visualisation tools in Sesame
- You will be closely involved in the implementation of clients including asset managers, family offices, private investment offices, and fiduciaries and own the delivery of their reporting needs in collaboration with the other Implementation Teams
- You will both be leading a small team and contributing yourself to the delivery of analytics and reporting solutions for our new clients
- You will be consulting our clients, drawing conclusions from their feedback and recommending how they should report
- You will be assessing feasibility and cost of client reporting requirements pre- and post-sales and putting together Professional Services documents that clearly define the scope of work
- You will be developing in-depth knowledge of the domain and our products and applying this when understanding client requirements and advising and training them
- You have a keen eye for quality, detail and design and are able to visualise and communicate complex investment and data concepts
- You have a strong knowledge and interest in how different types of investors analyse, monitor and report on their portfolios
- You have an In-depth understanding of investment products and be able to confidently speak about various products’ performance and analytics on our Sesame platform
- You will be recommending product enhancements and new product opportunities to the Product Management Team and stay on top of new functionalities and applying them
- You will take the lead in establishing and improving best practices, templates, policies, tools and partnerships to expand and mature the capabilities of the organization
- You will be part of a new and growing team, having the opportunity to make an impact and develop and maintain a customer satisfaction framework, setting up high standards
Salary benchmarks
Our take
Nowadays, money is flowing into private market investments and illiquid asset classes, and it is becoming increasingly difficult for wealth managers to communicate investments and financial information quickly and efficiently to their clients.
London-based Landytech is a fintech startup transforming the way asset owners, managers and advisors access investment information. The company has developed its own software, called Sesame, and it provides clients with the tools they need to track the value of their portfolios, conduct analysis and deliver reports.
With successful funding rounds, Landytech has raised capital that has allowed it to accelerate its growth, with a focus on growing its team internationally and further developing its product to support the partnership with its client base of single and multi-family offices, trustees and asset managers.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Company benefits
- Stock options, with extra incentives for high performers for London and Paris-based employees
- Work between home and our offices with our hybrid working model
- Private health care coverage provided by BUPA
- Access to company Uber and Uber Eats account when working outside of normal office hours
Company values
- Results: We foster a culture that strives for meaningful, impactful, smart, real results that can be quantified and verified
- Communication: We share our goals, communicate effectively and share information to empower educate and inform both our employees and clients
- Creativity: We value and encourage creativity across our teams. We champion innovation and thinking outside of the box when it comes to solving complex challenges
- Passion: We are passionate about our work and the challenges we help our clients overcome
- Meritocracy: We believe in progression based on merit and achievement
- Respect: We value everyone and treat people with dignity and professionalism. We foster diversity and inclusion and give everyone equal opportunity
Company HQ
South Kensington, London, UK
Leadership
Benjamin Mouté
(CEO)Previously worked as the Head of Investments at Schroders New Finance.
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