Arcana Analytics

Role Description Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring driven problem solvers who want to help shape the future of investment technology. This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical and operational issues, support onboarding and implementation workflows, and ensure clients are successful using Arcana’s platform. If you enjoy solving problems, working closely with institutional investors, and operating at the intersection of finance, analytics, and technology, we’d love to talk. Responsibilities - Serve as a primary point of contact for client questions, issues, and platform support requests - Troubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionality - Support onboarding and implementation projects for hedge funds and asset managers using Arcana’s platform - Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questions - Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues - Help improve internal support processes, documentation, and client workflows - Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience - Clearly communicate solutions, platform functionality, and analytical concepts to institutional users Qualifications - Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field - Strong academic performance preferred - Experience with Excel and analytical tools required - Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus - Experience with SQL, Python, or other analytical/programming tools is beneficial but not required - Previous experience supporting institutional clients or enterprise software users is a plus Requirements - 1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology - Strong problem-solving and troubleshooting abilities with high attention to detail - Excellent communication and interpersonal skills - Ability to manage multiple client requests and priorities in a fast-paced environment - Strong organizational skills and ownership mentality - Comfort working with financial concepts, data workflows, and analytical platforms - Demonstrated interest in financial markets, portfolio management, or investment technology - Ability to collaborate effectively with clients, product managers, engineers, and data teams Location - Open to New York, Chicago, or Remote

Role Description Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring analytically driven problem solvers who want to help shape the future of investment technology. This is not a traditional investment analyst role focused on pitching stocks or building static models. Our Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software. If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk. Responsibilities - Lead onboarding and implementation projects for hedge funds and asset managers using Arcana’s portfolio intelligence platform - Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements - Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities - Troubleshoot client issues and drive resolution across analytical, operational, and technical domains - Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation - Clearly communicate analytical insights and platform functionality to sophisticated institutional users Qualifications - Bachelor’s or Master’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field - Strong academic performance, 3.7+ GPA - Experience with Excel and analytical tools required - Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus - Experience with Python, SQL, or other analytical/programming tools is beneficial but not required - CFA, FRM, or related certifications are a plus - Open to New York, Chicago, or Remote Requirements - 2–5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology - Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution - Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts - Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients - Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility - Demonstrated interest in financial markets, portfolio management, and institutional investment workflows - Highly organized, detail-oriented, and comfortable operating in a fast-paced environment - Ability to work cross-functionally with clients, product managers, engineers, and data teams

• Manage and analyze large volumes of daily financial data • Design, implement, and continuously improve data quality frameworks • Perform data validation, reconciliation, and monitoring • Resolve Level 1 & Level 2 data quality issues; escalate complex issues to Data Science teams • Use SQL and Python for data analysis, scripting, and development • Build and maintain dashboards and reports for business insights • Work with large-scale datasets (100TB+) covering 100K+ global companies • Apply statistical techniques to monitor data accuracy and anomalies • Collaborate with cross-functional teams and share insights with stakeholders

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves ensuring client success and driving company growth by engaging with clients and helping them navigate our platform. - Provide prompt and effective support to customers through email and support chat. - Maintain a deep understanding of company products and services to assist customers effectively. - Work closely with other departments (Sales, Product, and Engineering) to address customer concerns. - Troubleshoot and resolve customer issues with empathy and professionalism. - Identify complex issues and escalate them to the appropriate department while keeping the customer informed. - Gather customer feedback and provide insights to improve products and services. Qualifications - Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field from a reputable institution (minimum GPA of 8.0/10 or equivalent). - 3-8 years of experience in customer support, client services, or a similar role within financial services or financial technology. - Experience working with hedge funds, asset managers, or institutional clients is highly preferred. - Strong problem-solving and troubleshooting abilities to diagnose and resolve complex client issues efficiently. - Familiarity with financial markets, investment analytics, and risk management tools is a strong advantage. - Ability to engage with senior-level clients in a professional and solution-oriented manner. Benefits - A dynamic, fast-paced startup environment. - Competitive compensation & growth opportunities. - Opportunity to collaborate with a talented engineering team.