Client Solutions Analyst, Fund Recs
USA
More information about location
Cloud based reconciliation software for the global Funds Industry
Job no longer available
Cloud based reconciliation software for the global Funds Industry
21-100 employees
Job no longer available
More information about location
21-100 employees
Company mission
To develop the most efficient, powerful, and cost-effective reconciliation and data transformation software.
Role
Who you are
- We are looking for a highly motivated Client Solutions Analyst to join our Client Solutions team
- This is an exceptional opportunity for a talented individual with a collaborative and customer centric mindset who is keen to develop their career as part of an award-winning Fintech
- This role is ideal for someone who is highly organised, enthusiastic about technology, and passionate about delivering excellent client service
- A strong interest in financial services and technology ideally with some professional experience in these fields
- Excellent organisational skills and exceptional attention to detail
- A flexible, adaptable, and solutions-focused mindset
- Eagerness to learn and contribute to a high-performing team
- Strong communication skills and a collaborative approach
- Motivation to improve and automate processes wherever possible
- A proactive attitude and willingness to take on new challenges
Desirable
- Exposure to fund accounting, reconciliation, or financial operations (internships or coursework welcome)
- Familiarity with Excel or other data tools
- Interest in Fintech, automation, and process optimisation
What the job involves
- As a Client Solutions Analyst, you will work closely with the team to support client onboarding, assist with queries, and contribute to the continuous improvement of our processes
- Support the onboarding of new and existing clients to the Fund Recs platform
- Ensure clients have everything required to perform their tasks within the Fund Recs platform and have the most automated solution possible
- Creation of templates to normalize and ingest Client data
- Creation of new recs end to end including, fund Setups, SFTP Mappings, Template mapping and Team / Client / User Setup
- Assist in managing client relationships
- Effectively resolve client enquiries in a thoughtful and timely manner
- Help prepare and deliver client training sessions (online and on-site)
- Participate in testing new modules and functionality
- Contribute to documentation and internal knowledge sharing
- Collaborate with product and sales teams to share insights and feedback
- Assist in identifying opportunities to improve and automate processes
Application process
- Our interview process takes place remotely via teams and typically involves the following:
- A 45 minute call where we’ll ask you about your current and previous roles and explore some competency based questions with you
- A second round interview to meet our COO and to go through follow up questions
- We may follow up with a final stage interview, to discuss any feedback before making a final decision.
- We’re available at all stages to answer any questions that you have and to make sure that you have enough information about us
Our take
In the landscape of the global Funds Industry, reconciling complex data poses a significant challenge for Fund Administrators, Depositaries, Fund Managers, and Audit firms. Recognising this pain point, Fund Recs has emerged as a key player, specialising in the development of cloud-based reconciliation software.
Fund Recs addresses this challenge by providing a product that liberates staff from the burdensome task of data processing. the software takes data from various sources, allowing users to normalise it before seamlessly reconciling it with their accounting systems. The versatility of the system is evident in its capability to handle diverse data types such as CSV, XLS, TXT, and XML.
The future of Fund Recs seems promising as it continues to play a pivotal role in transforming and modernising the Fund Administration landscape. By offering a solution that not only automates workflows but also eliminates the need to outsource manual processes, the company positions itself at the forefront of innovation in the industry. As the demand for efficient reconciliation solutions grows, Fund Recs is well-positioned to expand its influence globally, providing indispensable tools that allow financial institutions to enhance operation efficiency and maintain a competitive edge in an evolving financial ecosystem.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Apr 2018
$4.1m
SEED
Jul 2017
$1.3m
SEED
Total funding: $5.4m
Company benefits
- 25 days annual leave in year 1, with an extra day per year of service up to 30 days
- 5% employer matched pension contribution
- Health Insurance stipend
- Professional Development budget up to €750 per year for short term learning opportunities
- Tuition reimbursement up to €3,500 towards higher education fees
- Career growth: we have a defined progression framework with regular promotion reviews – we want our people to grow with us!
- Gym membership: up to €350 per year towards a sports club subscription of your choice
- Employee referral scheme: generous cash bonus available for successful employee referrals
- Home office set up: budget towards the purchase of home office equipment and full tech set up
- Generous paid leave for new parents
- Volunteering leave to support the local communities in which we live and work
- Peer led monthly lunch and learn sessions on topics suggested by our team
Company HQ
Dublin, Ireland
Leadership
Padraig O'Scanaill
(Co-Founder)Previously co-founded Task Messenger and Cashbook Limited. Was also a Java and Oracle Developer at Fidelity Investments.
Des O'Donohoe
(Co-Founder & Managing Director)Previously worked as a Training Manager at BISYS Fund Services and SEI Investments.
Alan Meaney
(Co-Founder & CEO)Previously co-founded Task Messenger, and Adminovate Conference.
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