What are the responsibilities and job description for the Client Consultant position at Confluence?
Department: Client Experience
Location: United States
Pittsburgh or Boston- Hybrid
Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
🚀 We’re Hiring: Senior Client Consultant
We’re looking for a Senior Client Consultant to join our team and support clients using the Paris investment performance platform.
This is a senior, client‑facing role designed for someone who can operate with independence, credibility, and confidence from day one.
💼 What You’ll Be Doing
- 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
- Occasional travel expected (approximately 10–15%)
✅ What We’re Looking For (Essential)
- 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
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:
🕚 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
🚀 Plus many more!
More about the Location
We offer flexible working options for all employees.
Values
We look for people who align with our 4 values.
Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others
If you would like to find out more about a Career at Confluence, please apply today.
If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.
Pre-Employment Screening Disclaimer
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.