Salesforce Portal Support
About the role
AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology — powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998.
Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying, and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The Operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets.
We are seeking a Salesforce Portal Support to join the Operations Team. This role is responsible for ensuring Salesforce effectively supports client engagement, business development activities, workflow automation, and client requests.
Responsibilities
- Manage users, profiles, roles, permission sets, security controls, and governance processes.
- Support data integrity through data imports, exports, audits, and ongoing data governance.
- Maintain system documentation, operating procedures, and platform best practices.
- Provide end-user support, training, and documentation to improve adoption and operational effectiveness.
- Onboard new users to the AQR Flex Porta built on the