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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates foundational knowledge in investment operations, portfolio analytics, and SaaS fintech, with a strong focus on workflow optimization and automation. Capable of translating business and technical requirements into effective platform solutions while supporting client success and operational efficiency.
Highest-signal resume keywords
Investment OperationsPortfolio AnalyticsSaaS FintechWorkflow OptimizationAI-Driven Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ProductsAsset ClassesData WorkflowsPerformance ReportingRisk ManagementCash ManagementConfiguration OptionsTesting FunctionalityAutomation CapabilitiesClient-Specific Training
Soft Skills
Analytical SkillsCommunication SkillsProblem-Solving SkillsEagerness to LearnWillingness to Experiment
Tools & Technologies
Sesame FunctionalityAI ToolsAutomation Tools
Industry Keywords
Financial TechnologyInvestment ManagementOperational EfficiencyClient SuccessProfessional Services
About the role
Key responsibilities & impact- Build foundational knowledge across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows
- Gain working understanding of Sesame functionality, workflows, configuration options, and limitations
- Contribute to workshops, documentation, Academy content, and use-case libraries
- Support the design of scalable client solutions aligned with operational requirements and best practices
- Translate business and technical requirements into platform solutions
- Identify workflow optimisation opportunities
- Support enablement of Client Success, Client Delivery, Support, Sales, and Data Operations teams
- Build and maintain KBs, SOPs, UCLs, and Academy content
- Support client-specific training and workshops
- Support demonstrations and Proof of Concepts before and after sales
- Escalate complex workflow issues to senior Product Specialists
- Act as a structured feedback channel to Product Management
- Perform testing of new functionality and releases
- Leverage AI-driven tools and automation capabilities
- Identify workflows suitable for automation
- Reduce manual effort through reusable configurations and automation
- Support presales discussions and assessments
- Support upsell, cross-sell, and expansion opportunities
- Assist with relevant professional services engagements
Requirements
What you’ll need- A relevant degree (e.g. finance, economics, investment management, or a related field) and/or up to 1–2 years’ experience in investment operations, SaaS fintech, portfolio analytics, or related financial technology environments; internships or placements are a strong plus
- Foundational understanding of investment products and asset classes
- Willingness to build deeper product knowledge on the job
- Comfort learning new software platforms quickly, with some exposure to workflows or operational processes through study, projects, or internships
- Strong analytical, communication, and problem-solving skills
- Genuine interest in AI, automation, and operational efficiency tooling
- Willingness to experiment and apply new tools to real workflows
- Eagerness to learn and take ownership of scoped tasks
- Up to 1–2 years’ experience in investment operations, SaaS fintech, portfolio analytics, or related financial technology environments
Benefits
Comp & perks- An opportunity to work in a fast growing fintech revolutionizing investment reporting
- Hybrid style of work/WFH allowed depending on role
- Competitive salary & stock options package
- Budget for the AI tooling, hardware and learning you need to do your best work
- Mutuelle insurance
- Travel reimbursement
- Edenred food vouchers
- Regular socials