Related skills
customer success excel quantitative analysis product feedback financial data📋 Description
- Growth initiatives: assist sales in demos and trials.
- Customer health: train users, customize, and drive adoption.
- Subject Matter Expert: build SME in financial data; create how-to videos.
- Product direction: relay client feedback to product teams for enhancements.
- Support: escalate issues and assist with Excel Add-ins and integrations.
🎯 Requirements
- Strong foundation in Finance; CFA or Economics/Finance/Accounting degree.
- At least 2 years in equity research, investment management, PE, or consulting.
- Strong Excel abilities; familiar with AI-powered spreadsheet tools.
- Excellent communication with high-profile fund managers and junior analysts.
🎁 Benefits
- Equal opportunity employer; inclusive culture.
- Reasonable accommodations for protected disabilities.
- Generous benefits program.
- Opportunity to work with AI and capital markets.
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