Customer Success Senior Associate

Join a dynamic team that empowers institutional asset owners and asset managers to make informed investment decisions.

This role offers a unique opportunity to collaborate with industry leaders and drive success in the investment lifecycle.

Be part of a global platform that values creativity, collaboration, and growth.

As a Customer Success Associate in the Fusion Performance and Risk Analytics Team, you will play a pivotal role in supporting our clients with advanced analytics and insights.

You will be part of a team that fosters a positive and inclusive culture, where your contributions are valued, and your growth is encouraged.

Together, we deliver excellence in performance and risk analytics, making a difference in the financial services industry.

Job Responsibilities


* Represent the team and the bank at onboardings, service reviews, and due diligence meetings.


* Partner with internal stakeholders to deliver coherent and resonant messages to the market.


* Demonstrate expertise in the investment lifecycle, including best practices and emerging trends.


* Conduct comprehensive performance analyses of investment portfolios.


* Develop and maintain sustainable service relationships with clients.


* Identify opportunities to deepen client relationships through product demonstrations and cross-sales.


* Analyze and interpret workflow exceptions, guiding third parties on remediation efforts.


* Lead inquiry response efforts with external stakeholders, establishing clear priorities.


* Maintain a positive work environment and encourage contributions from all team members.


* Build strong interpersonal relationships within large, complex organizations.

Required qualifications, capabilities, and skills


* Bachelor's degree in Finance, Mathematics, Statistics, or a related field.


* 7 years of experience in performance analysis, risk analytics, or investment analytics.


* Strong understanding of institutional fund accounting.


* Proficiency in using FactSet or similar platforms.


* Ability to build and maintain strong client relationships.


* Excellent communication and presentation skills.

Preferred qualifications, capabilities, and skills


* Interest in pursuing a Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM).


* Demonstrated success in building consensus in complex organizations.


* Experience with multi-currency returns and risk analysis.


* Familiarity with regulatory requirements in the financial services industry.

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

• Help the community through expansive volunteer opportunities

• Join one of our focus groups aimed at Inn...