Product Specialist, Associate

10 октября 2026 г.

Гибрид

Junior

Paris

Indeed

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Описание

An AI-powered operating platform for investment management that unifies investment, corporate and accounting data across asset classes, custodians, currencies and legal entities. The Product Specialist function sits within the Services Group, enabling scalable onboarding, advanced client workflows, product adoption and operational efficiency. This Associate-level role covers solution design, client training and workshops, presales support, testing of new releases, and structured feedback to Product Management under the guidance of senior specialists. The position works with an international team across London, Paris and Pune.

Обязанности

Begin building foundational knowledge across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows with support from senior team members
Gain a working understanding of platform functionality, workflows, configuration options, and limitations, building toward comprehensive product knowledge over time
Contribute to workshops, documentation, Academy content, and use-case libraries
Support the design of scalable client solutions aligned with operational requirements and best practices under the guidance of senior Product Specialists
Assist in translating business and technical requirements into platform solutions
Identify workflow optimisation opportunities
Support the enablement of Client Success, Client Delivery, Support, Sales, and Data Operations teams
Build and maintain KBs, SOPs, UCLs, and Academy content
Support the delivery of client-specific training and workshops
Support demonstrations and Proof of Concepts (PoCs), pre and post sales
Escalate complex workflow issues to senior Product Specialists as needed
Act as a structured feedback channel to Product Management
Perform testing of new functionality and releases
Leverage AI-driven tools and automation capabilities
Identify workflows suitable for automation
Reduce manual effort through reusable configurations and automation
Support presales discussions and assessments as needed
Support upsell, cross-sell, and expansion opportunities
Assist with relevant professional services engagements

Требования

Relevant degree in finance, economics, investment management or related field and/or up to 1–2 years’ experience in investment operations, SaaS fintech, or portfolio analytics environments, with internships a strong plus
Foundational understanding of investment products and asset classes, with willingness to build deeper product knowledge on the job
Comfort learning new software platforms quickly, with some exposure to workflows or operational processes through study, projects, or internships
Strong analytical, communication, and problem-solving skills
Genuine interest in AI, automation, and operational efficiency tooling with willingness to experiment and apply new tools
Eagerness to learn and take ownership of scoped tasks with support and mentoring from senior Product Specialists

Условия

Hybrid style of work with WFH allowed depending on role
Competitive salary and stock options package
Budget for the AI tooling, hardware and learning needed to do the best work
Mutuelle insurance
Travel reimbursement
Edenred food vouchers, regular socials
Opportunity to work in a fast growing fintech revolutionizing investment reporting

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Product Specialist, Associate

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