The Role
The Senior CSM/Financial Analyst at Landytech plays a critical role in helping clients navigate and utilize the Sesame platform for investment decisions. Responsibilities include onboarding new clients, identifying issues, analyzing feedback, and engaging with clients for new opportunities. The role requires expertise in financial products, strong Excel skills, project management, and excellent relationship-building abilities.
Summary Generated by Built In
Top Skills
Excel
The Company
What We Do
For asset owners, managers, and advisors who manage complex multi-asset portfolios, Landytech's Sesame is the investment management platform that provides a golden source of truth on your investment data, and the tools you need to power performance.
With institutional-grade analytics, automated reporting, and the best data connections and security in Europe, Sesame allows your team to spend their time building value, not spreadsheets.
For more on how Sesame can be your investment management command centre, visit landytech.com.