Jobs · Consulting · California

FinTech Client Consultant

SimCorp · San Francisco, CA · 1 mo ago
HybridConsulting$66k–$91k/yrFull-time

What You Will Be Responsible For

  • Serve as a trusted point of contact for clients - respond to optimization, risk analysis, attribution, and risk modeling questions, delivering tailored training for new and existing clients.
  • Partner with clients in translating their portfolio construction strategies into Axioma products, while providing helpful insights into Axioma's innovative methods.
  • Provide specialized guidance during evaluations of SimCorp's software products including initial training, day-to-day usage questions, and by supporting the Sales and Product Specialists teams during client trials.
  • Work closely with the Sales team to build compelling proof-of-concept analyses via portfolio analysis and product demonstrations, while contributing your product and domain expertise to support client retention and new business development.
  • Collaborate with senior Global Support staff and other SimCorp resources in responding to advanced client inquiries, deepening your knowledge with every engagement.

What We Value Most

  • A Master's in Finance, Quantitative Finance, Financial Engineering, Economics, Mathematics or a related undergraduate degree paired with 1–2 years of relevant experience.
  • Familiarity with multi-asset class securities across equity, fixed income, FX, and derivatives is beneficial.
  • A solid grounding in math and statistics - familiarity with linear and non-linear methods of interpretation in market theory and quantitative disciplines of risk analytics / portfolio construction.
  • Comfort with technology and some prior exposure to coding (R or Python particularly, and Java is a plus) whether through your coursework, projects, or professional experience.
  • The ability to communicate complex ideas clearly and confidently, both in writing and in conversation.
  • A natural problem-solver who enjoys getting to the root of an issue and finding the right path forward for clients.
  • A genuine enthusiasm for sharing knowledge and helping clients succeed — someone who finds satisfaction in seeing others unlock the full potential of sophisticated tools.

Similar jobs

Fintech Specialist

Initio CapitalSan Francisco, CA· 3 mo ago
RemoteOTHR$90k–$160k/yrapply on app.workwolf.com

FinTech Software Developer

Bright Vision TechnologiesHerndon, VA· 1 mo ago
RemoteEngineering$100k–$150k/yrapply on brightvisiontechnologies.applytojob.com

Client Consultant

INSURICAOklahoma City, OK· 1 mo ago
Consultingapply on paycomonline.net

Client Consultant

UnumBaton Rouge Metropolitan Area· 4 wk ago
Consulting$46k–$86k/yrapply on unum.wd1.myworkdayjobs.com