Client Services Associate

Overview

Valitana is a rapidly growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms offer advanced financial analysis, trade flow, and portfolio management tools that help clients improve their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker-dealers. Valitana has been recognized in 2023 by Creditflux for Best CLO Analytics Service, Best Secondary CLO Platform, and Best CLO Portfolio Management Service in the CLO Census.

Position Overview

Valitana is seeking a talented Client Services Associate to support our Vantage Client Success team. The individual in this role will become an expert in Valitana's multi-asset class trade and portfolio management system, providing white-glove service to our clients, and helping them maximize the platform's potential by guiding them through its features and delivering solutions for their unique needs.

Responsibilities

• Deliver high-quality support to Valitana's clients such as hedge funds, banks, trustees, insurance firms, and CLO / ABL managers.
• Analyze financial metrics and dive into fixed income, private credit, and various deal structures including ABL (Asset-based Lending) and CLOs (Collateralized Loan Obligations).
• Assist with maintaining compliance for SMA (Separately Managed Accounts) and compliance for managed deals.
• Provide effective guidance to users on leveraging Valitana's Vantage platform.
• Use advanced Excel skills to develop spreadsheets for client-specific needs using the Valitana plugin for data integration and calculations.
• Assist clients in uploading and managing data within the Vantage platform. Build custom metrics and workflows for clients and prospects.

Qualifications

Benefits

The base salary range for this role is $90,000 - $115,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.

Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays.

Valitana is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability status, or other applicable legally protected characteristics.

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