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[Remote] Client Consultant

Remote · Portugal Full-time

Note: The job is a remote job and is open to candidates in USA. Confluence is a global company committed to innovation and precision in the investment data space. They are seeking a Client Consultant to support institutional investment clients using the Paris performance and analytics platform while managing client relationships with a high level of autonomy.

Responsibilities

  • Supporting institutional investment clients using the Paris performance and analytics platform
  • Acting as a trusted client partner across performance, attribution, and analytics topics
  • Managing client relationships with a high level of autonomy and ownership

Skills

  • Investment industry experience (performance, attribution, analytics, or similar)
  • Experience with financial technology or investment platforms (Paris strongly preferred)
  • Bachelor's degree required (finance, economics, or closely related field)
  • ~3+ years of relevant professional experience
  • Strong client‑facing skills and the ability to work independently
  • Professional certifications (CFA, CIPM, or similar)
  • Exposure to QA, project, or product‑related work
  • Strong time‑management and prioritisation skills
  • Natural curiosity and independent thinking

Benefits

  • Generous Time Off packages including additional half days with each public holiday in your location.
  • Global Career Development opportunities
  • Social Events
  • Referral Bonus scheme - Upto $3,000 per successful referral
  • Flexible working options for all employees

Company Overview

  • Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. It was founded in 1991, and is headquartered in Pittsburgh, Pennsylvania, USA, with a workforce of 501-1000 employees. Its website is http://www.confluence.com.
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