Seeking a Client Operations Support Analyst to help deliver live production support for financial institution clients, applying fund accounting expertise to investigate and resolve issues, and working closely with Product, Engineering, and Implementation to improve platform performance.
- Use hands-on fund accounting experience to support clients’ daily operations, including calculating and validating NAVs, performing cash and position reconciliations, processing income and expense accruals, reviewing security pricing, and accounting for corporate actions.
- Develop a deep understanding of the FundGuard platform and how it supports fund accounting workflows, building technical skills in a fast-paced SaaS environment.
- Investigate and resolve client support tickets, applying fund accounting knowledge to troubleshoot issues and escalating to senior team members when needed.
- Help triage production issues by gathering details, documenting findings, and working with Engineering and Product to support timely resolution.
- Build strong working relationships with day-to-day client contacts, sharing feedback and ideas that could help clients get more value from the platform.
- Bachelor’s degree in Accounting
- Finance
- related field
- Nice to have: internal documentation
- Nice to have: training others