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Senior Client Services Associate (UK Based)

Valitana LLC
Remote

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Job details

Full-time
£70,000 - £100,000 a year

Benefits

Annual leave
Company pension
Sick pay

Qualifications

Microsoft Excel
Management
Data analysis skills
Bachelor's degree
Mentoring
Organisational skills
Communication skills
Python

Full job description

About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

Valitana is seeking a talented Senior Associate, Client Services to support our client success team in the United Kingdom. The individual in this role will become an expert in Valitana’s multi-asset class trade and portfolio management system, providing a white glove service to our clients, and helping them maximize the platform’s potential by guiding them through its features and providing solutions for their unique needs.

Responsibilities

Deliver high-quality support to Valitana’s clients such as Hedge Funds, Banks, Trustees, Insurance firms, and CLO/ABL Managers.
Analyze financial metrics and dive into fixed income, private credit, and various deal structures including ABL (Asset-based Lending) and CLO’s (Collateralized Loan Obligations).
Assist with maintaining compliance for SMA (Separately Managed Accounts) and compliance for managed deals.
Provide effective guidance to users on leveraging Valitana’s Vantage platform.
Use advanced Excel skills to develop spreadsheets for client-specific needs using the Valitana plugin for data integration and calculations.
Assist clients in uploading and managing data within the Vantage platform. Build custom metrics and workflows for clients and prospects.
Light travel may be required and should be no more than 10% for conferences and other work-related events in or around the UK, EU, and USA area based on firm needs.

Qualifications

5-8+ years of professional work experience in a role related to Math, Engineering, Finance, or Financial Operations. Client-facing experience is required.
1+ years management or mentorship experience is highly valued.
Familiarity with collateralized loan obligations.
Ability to comprehend complex financial concepts of structured finance products.
Proficiency in Excel, including advanced functions and data analysis.
Excellent verbal and written communication skills.
Detail oriented with strong organizational skills.
Resourceful with the ability to work independently as well as a team.
Honours bachelor’s degree (BA/Bsc Hons) from an accredited university.
Python is a plus but not required.

What We Offer

This is a remote position and the base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.

Please note that this role does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.

Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.

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