Lead Client Servicing Associate
Core
Onboard new clients and establish customized financial reporting solutions for existing clients using the Enfusion platform.
Role type
Lead Client Servicing Associate (Financial Reporting)
Builds
Custom financial reports, position/P&L reports, trade/order blotters, post-trade compliance reports, exposure analysis, and bespoke risk/scenario reports.
Domain
Financial Services / Investment Management / Prime Brokerage
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Java, JavaScript, financial reporting, client onboarding, requirement scoping, custom field construction, stakeholder management
Preferred skills
Client-facing experience, solutioning partnership, product enhancement determination
Technologies
Enfusion platform, Java, JavaScript
Responsibilities
Onboard new clients onto the Enfusion platform and set up customized reports; oversee reporting requests from live clients; participate in client calls to scope reporting requirements; construct custom fields/columns using Java/JavaScript; advise clients on reporting best practices; partner with product management to determine product enhancements.
Seniority
Mid-Senior, hands-on IC
