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Atlas Search · Stamford, Connecticut
A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innovator and employer of choice.
This organization is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding, and contributing to special projects that support company growth.
Analyze and interpret portfolio performance outcomes
Perform account-level reconciliations, including researching and resolving discrepancies, cancellations, and corrections
Review private equity and hedge fund statements for system input
Collaborate with clients and partners to troubleshoot data issues
Support client onboarding, account setup, training, and ongoing day-to-day service
Manage and resolve client issues as they arise
Configure systems, set up new clients, and classify new accounts and assets
Support data feed management
Build custom reports tailored to client needs
Coordinate with vendor partners on system enhancements and troubleshooting
Collaborate with the team to prioritize and complete projects on schedule and to spec
Help develop policies, procedures, and controls to improve operational effectiveness
Proactively identify and address client and business needs
Bachelor's degree
Solid understanding of financial instruments
Background in RIA/wealth management operations, procedures, and client service
Highly organized, self-driven, and able to manage competing deadlines
Detail-oriented with a structured approach to work
Comfortable adopting new technology and software quickly, including platforms such as Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar; planning tools like eMoney or MoneyGuidePro; strong Excel/PowerPoint skills; basic database/programming familiarity; and working knowledge of Photoshop or HTML
Knowledge of financial products including equities, bonds, ETFs, mutual funds, SMAs/UMAs, and alternative investments
Familiarity with performance reporting, portfolio management/rebalancing, and how family offices and RIAs operate
Comfortable working both independently and collaboratively in a fast-paced environment
Details
| Company | Atlas Search |
| Location | Stamford, Connecticut |
| Type | FULL TIME |
| Niche | Legal professionals |