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PMS & Portfolio Trading Workflow Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-26
Listing for:
Clearwater Analytics
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Analyst, Banking & Finance
Job Description & How to Apply Below
A financial analytics firm based in New York seeks an experienced client support professional for Portfolio Management Systems. The role involves assisting clients with complex order workflows and managing Trade Allocations. Ideal candidates will have a Bachelor’s degree in finance and 3+ years of relevant experience, alongside strong analytical and problem-solving abilities. The salary range is competitive at $75,000 to $90,000, alongside RSUs, offering a dynamic work environment focused on client success.
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