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.

• 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.

• 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 Fact Set or similar platforms.
• Ability to build and maintain strong client relationships.
• Excellent communication and presentation 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 Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.