Partner Experience (Analyst – Associate)
Core
Dual-hatted role combining partner relationship management (service delivery, escalations) with technical platform configuration and process automation for alternative investment firms.
Role type
Senior IC Partner Experience Analyst/Associate (Financial Services Operations)
Builds
Service delivery for financial advisors, platform configuration, and process automation workflows
Domain
Financial Services / Alternative Investments / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Partner relationship management, platform configuration, data analysis, workflow design, cross-functional collaboration, technical documentation, SQL, Excel, Tableau
Preferred skills
Alternative investments knowledge, FINRA Series 7/63 certification, startup environment experience, mentoring
Technologies
CAIS platform, Microsoft Office, CRM tools, Airtable, SharePoint, SQL, Tableau
Responsibilities
Own service delivery and escalation management for assigned partners; Configure and connect the CAIS platform for partners and lifecycle phases; Perform business and data analysis to troubleshoot problems and support data-driven decisions; Drive product and process improvements, automation, and adoption of new tools; Lead and support platform delivery projects from scoping to launch; Maintain process and technical documentation and track cases in CRM.
Seniority
Junior to Mid-level (0-5 years experience)
