Valitana
Client Services Senior Associate (UK Based)
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Client Services Senior Associate (UK Based)
Senior Associate, Client Services
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 to empower clients with faster, more informed decisions and improved operational efficiency.
Recognised with the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation, Valitana serves approximately 100 institutional clients including:
- CLO investors
- CLO managers
- Hedge funds
- Asset managers
- Insurance companies
- Family offices
- Broker-dealers
Position Overview
Valitana is seeking a talented Senior Associate, Client Services to support our client success team in the United Kingdom.
The ideal candidate will:
- Become an expert in Valitana’s multi-asset class trade and portfolio management system
- Deliver a white-glove client service to maximise platform performance
- Guide clients through Valitana Vantage’s features and solve unique business challenges
Responsibilities
Client Support & Services
- Deliver high-quality support across hedge funds, banks, trustees, insurance firms, and CLO/ABL managers
- Guide clients in optimising Valitana Vantage capabilities
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Financial & Risk Analysis
- Analyse financial metrics including:
- Fixed income
- Private credit
- Deal structures (e.g., ABL (Asset-Based Lending) and CLOs (Collateralized Loan Obligations))
- Maintain compliance for SMA (Separately Managed Accounts) and managed deals
Technical & Workflow Support
- Assist clients in uploading and managing data within Valitana Vantage
- Create custom metrics and workflows for clients and prospects
- Develop Excel-based solutions using the Valitana plugin for data integration
- Occasionally support light travel (up to 10% of time) for conferences/events in UK, EU, and the US
Qualifications
Essential
✔ 5–8+ years of experience in mathematics, engineering, finance, or financial operations (client-facing required) ✔ Hands-on collateralized loan obligations (CLO) experience ✔ Proficiency in Excel (advanced functions, data analysis, pivot tables, etc.) ✔ Honours Bachelor’s degree (BA/BSc Hons) from an accredited university ✔ Strong communication (verbal and written) and problem-solving skills ✔ Highly organised and detail-oriented with independent and team-working agility
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Preferred
🔹 1+ year of mentorship/management experience in a financial/analytical setting 🔹 Familiarity with Python (but not critical)
⚠ Visa sponsorship is not available for this role. Applicants must possess the UK right to work.
What We Offer
Base Salary & Benefits
💴 GBP 70,000 - 100,000 (depending on experience) 💰 Competitive total rewards package, including:
- Performance bonus (annual)
- Workplace pension (employer contributions) 📅 All statutory benefits:
- Annual leave
- Statutory sick pay
- Statutory family leave entitlement
Culture & Equality
- Equal opportunity employer, committed to diversity and inclusion
- Accessible recruitment process (adjustments accommodated upon request)
Equal opportunity applies irrespective of: age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion/belief, sex, sexual orientation.
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