Chase · 1 day ago
Senior Customer Success Associate - Investment Performance/Analytics
70 Fargo St, Boston, MA, 02210, US
Full-time
Hybrid
Senior Level, Lead/Staff
$91K/yr - $132K/yr
10+ years expChase is a leading financial institution, and they are seeking a Senior Customer Success Associate to support institutional asset owner and asset manager clients. The role involves delivering advanced analytics and insights throughout the investment lifecycle, collaborating with global partners to enhance client relationships.
BankingFinancial Services
Responsibilities
Represent PRA and the Bank at client onboardings, service reviews, due diligence meetings, and presentations, including periodic travel
Partner with internal stakeholders to deliver a coherent and resonant message to market
Demonstrate expertise in the investment lifecycle, including industry best practices, regulatory requirements, and emerging trends
Conduct comprehensive performance analyses of investment portfolios, including attribution analysis, exposures, and rates of return
Develop and maintain sustainable service relationships to ensure timely and accurate client reporting
Identify, document, and pursue opportunities to deepen client relationships through product demonstration, trial subscription, and cross-sales
Analyze and interpret workflow exceptions, guide third parties on remediation, and take ownership of plan execution
Present findings in clear, audience-appropriate communications
Lead inquiry response efforts with external stakeholders, establishing priorities and articulating dependencies and delivery timetables
Maintain a positive work environment, encouraging contribution and growth
Build strong interpersonal relationships and broad consensus in large, complex organizations
Qualification
Required
Bachelor's degree in Finance, Mathematics, Statistics, or related field
10 years of experience in performance analysis, risk analytics, or investment analytics within the financial services industry
Strong understanding of institutional fund accounting
Demonstrated ability to build strong relationships in complex organizations
Experience conducting performance analyses and presenting findings to diverse audiences
Ability to lead inquiry response efforts and manage multiple priorities
Excellent communication and presentation skills
Commitment to maintaining a positive and growth-oriented work environment
Willingness to travel periodically for client engagements
Ability to analyze workflow exceptions and guide remediation efforts
Professional demeanor and collaborative approach
Preferred
Interest in or pursuit of a Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM)
Knowledge or use of FactSet and/or competitor platforms
Experience with product demonstration, trial subscription, and cross-sales in institutional investment services
Familiarity with regulatory requirements and emerging trends in performance and risk analytics
Ability to defend principles and build consensus based on shared interests
Experience working with global partners and clients
Creative and client-focused mindset
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-06
2025-12-29
Company data provided by crunchbase