Client Operations Analyst  (Full or Part Time)

About us 

We are a scale-up FinTech company that is transforming the way that professional investors make investment decisions. Our behavioural analytics service, provided to the world’s top fund managers, is powered by machine learning technology and is proven to help our clients to make measurably better decisions, resulting in higher investment returns.

Essentia has a very strong culture, based on authenticity and mutual respect. We embrace flexible working, and therefore place a high value on clear and timely communication. We have cared about diversity since day one and are proud that our team includes people from a wide variety of ethnicities, age groups, genders, backgrounds and interests.

Essentia has been honoured with multiple awards, including The Guardian’s Startup of the Year, the Hedge Fund Journal’s Best Performance Data Analytics, and HFM Week’s Best New Fintech Solution for Hedge Funds.

The Essentia team comprises over 35 employees, with a further team of Insight Partners, in London (HQ) and New York. Our clients are some of the world’s largest and best-known equity hedge and traditional long-only fund management firms, as well as smaller funds. Demand for our service is increasing rapidly as professional fund managers face significant countervailing trends, including stiff competition from low-fee index funds. Many now realise that they must continually prove and improve their investment skill using the most effective services and technology available. They are now turning to systematic and AI-driven approaches to continuous improvement – that’s where Essentia comes in.

You can learn more about Essentia at www.essentia-analytics.com and by following us on Twitter (@essentia_ai) and LinkedIn.

About you

We are looking for a Client Operations Analyst who wishes to further their career in the world of fintech. We expect the quality and delivery of our customer service to be a clear competitive advantage. This role is about delighting our clients, in a scalable way. That includes, but is not limited to:

• Managing the client onboarding process


• Resolving issues and handling conflicts in client data


• Root cause analysis of recurring problems


• Continual focus on streamlining the onboarding process, to improve scalability & efficiency


• Working closely with the development team to identify/resolve system issues and come up with enhancements to increase the efficiency in the current process


• Working closely with the Customer Success function in delighting your customers.


• Managing communication across teams as well as the clients


• Working with Product and Research to continually improve our platform offering


• Supporting end users to ensure they are benefiting from the experience of using our solution


• Additionally, as a growing scale up you will be required to work on other tasks across the business from time to time

Responsibilities

In this role, your responsibilities will include (but not be limited to):

• Managing client onboarding projects, liaising with project managers, portfolio managers and data specialists


• Verifying the accuracy and validity of financial data, using in-house tools and manual checks.


• Managing and supporting our Nudge delivery processes


• Continuous improvement and development of the onboarding process and quality control processes, based on first-hand knowledge


• Maintaining the documentation library associated with onboarding clients up to date


• Understanding key client service and delivery processes in order to perform these duties when required (for example, cover for peers on annual leave)


• Living our Essentia values


• Contributing to a healthy and productive work environment

Requirements

As a Client Operations Analyst, we don’t expect you to know everything all at once, but we do expect you to have a great attitude. We have a world class team, and we’ll help bring you along and get you up to speed. We are looking for the following skills  and experience:

• Disciplined and thorough in order to produce high quality, consistent work


• Attention to detail to spot and correct output errors and inconsistencies


• Tenacious approach to making improvements and ensuring consistency


• Excellent communication skills, with the ability to clearly convey complex issues, both in writing and orally


• Self-motivated, keen to learn and develop your potential


• Comfortable operating in a start-up environment (ie. with less infrastructure, with an appetite for risk and able to cope with uncertainty, incomplete information etc)


• Hybrid working environment with an expectation of at least one day a week, with the team, in our central London office

Whilst not required, the following experience will be very helpful in the role:

• Experience with Python, SQL and/or Tableau


• Experience in financial data and/or the financial services domain

We can only accept people who already have the right to work in the UK or US.

If you think this is a great description of you, we'd love to hear from you! Please send your CV, with a cover letter that explains why you think you're the right person for the role.